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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 | $100,194+147.7% | $122,979+101.8% | $86,983+185.3% |
| Participation rate | 96.6% | 73.0%+23.6pp | 77.2%+19.4pp | 69.5%+27.1pp |
| Annual return | 15.24% | 16.47%-1.2pp | 20.12%-4.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $7,671 | $2,326+229.9% | $3,062+150.5% | $2,584+196.8% |
| Participant deferral / active EE | $10,078 | $4,133+143.8% | $5,003+101.4% | $4,194+140.3% |
| Admin fee / account holder | $32,313 | $10,148+218.4% | $12,864+151.2% | $7,856+311.3% |