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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 | $248,164 | $104,098+138.4% | $140,514+76.6% | $94,015+164.0% |
| Participation rate | 96.6% | 73.7%+22.9pp | 77.8%+18.8pp | 70.8%+25.8pp |
| Annual return | 15.24% | 15.14%+0.1pp | 14.36%+0.9pp | 17.84%-2.6pp |
| Employer contribution / active EE | $7,671 | $2,388+221.2% | $3,378+127.1% | $2,790+174.9% |
| Participant deferral / active EE | $10,078 | $4,033+149.9% | $4,919+104.9% | $4,249+137.2% |
| Admin fee / account holder | $32,313 | $10,439+209.6% | $13,697+135.9% | $8,951+261.0% |