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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 | $227,529 | $83,061+173.9% | $126,068+80.5% | $94,015+142.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 84.7%+15.3pp | 70.8%+29.2pp |
| Annual return | 14.92% | 20.41%-5.5pp | 15.01%-0.1pp | 17.84%-2.9pp |
| Employer contribution / active EE | $7,183 | $2,864+150.8% | $3,968+81.0% | $2,790+157.4% |
| Participant deferral / active EE | $7,739 | $7,042+9.9% | $8,214-5.8% | $4,249+82.1% |
| Admin fee / account holder | $20,504 | $7,208+184.4% | $18,264+12.3% | $8,951+129.1% |