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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 | $227,739 | $86,949+161.9% | $102,460+122.3% | $80,959+181.3% |
| Participation rate | 86.7% | 72.4%+14.3pp | 76.5%+10.2pp | 67.7%+19.0pp |
| Annual return | 10.92% | 18.89%-8.0pp | 29.47%-18.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $4,845 | $2,370+104.4% | $3,025+60.1% | $2,757+75.7% |
| Participant deferral / active EE | $8,374 | $4,121+103.2% | $5,056+65.6% | $4,300+94.7% |
| Admin fee / account holder | $9,710 | $8,048+20.7% | $9,460+2.6% | $6,925+40.2% |