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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 | $203,494 | $74,535+173.0% | $100,712+102.1% | $82,637+146.2% |
| Participation rate | 95.8% | 61.2%+34.7pp | 69.3%+26.6pp | 68.1%+27.8pp |
| Annual return | 14.92% | 18.92%-4.0pp | 33.27%-18.3pp | 53.51%-38.6pp |
| Employer contribution / active EE | $3,467 | $1,503+130.8% | $2,313+49.9% | $2,552+35.9% |
| Participant deferral / active EE | $10,123 | $3,074+229.3% | $4,085+147.8% | $4,126+145.4% |
| Admin fee / account holder | $16,129 | $6,576+145.3% | $9,256+74.2% | $7,339+119.8% |