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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 | $110,393 | $70,486+56.6% | $100,535+9.8% | $79,856+38.2% |
| Participation rate | 89.7% | 73.6%+16.0pp | 79.4%+10.2pp | 69.6%+20.0pp |
| Annual return | 22.93% | 21.90%+1.0pp | 30.90%-8.0pp | 31.71%-8.8pp |
| Employer contribution / active EE | $10,226 | $2,165+372.4% | $3,419+199.1% | $2,471+313.8% |
| Participant deferral / active EE | $9,234 | $5,182+78.2% | $6,271+47.2% | $3,741+146.9% |
| Admin fee / account holder | $10,695 | $4,480+138.7% | $8,085+32.3% | $5,306+101.6% |