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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 | $185,803 | $81,487+128.0% | $102,412+81.4% | $80,935+129.6% |
| Participation rate | 93.8% | 66.8%+26.9pp | 74.5%+19.2pp | 67.7%+26.1pp |
| Annual return | 14.66% | 25.60%-10.9pp | 24.94%-10.3pp | 35.66%-21.0pp |
| Employer contribution / active EE | $7,632 | $3,103+146.0% | $3,870+97.2% | $2,757+176.8% |
| Participant deferral / active EE | $5,948 | $3,871+53.7% | $5,060+17.5% | $4,299+38.3% |
| Admin fee / account holder | $10,490 | $6,717+56.2% | $8,388+25.1% | $6,924+51.5% |