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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,634 | $95,453+154.2% | $112,040+116.6% | $82,448+194.3% |
| Participation rate | 95.7% | 72.8%+22.9pp | 76.5%+19.2pp | 68.1%+27.6pp |
| Annual return | 15.83% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,376 | $2,318+45.7% | $2,954+14.3% | $2,551+32.3% |
| Participant deferral / active EE | $8,616 | $4,224+104.0% | $5,098+69.0% | $4,139+108.1% |
| Admin fee / account holder | $12,770 | $9,013+41.7% | $12,098+5.6% | $7,234+76.5% |