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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 | $162,898 | $95,453+70.7% | $112,040+45.4% | $82,448+97.6% |
| Participation rate | 95.0% | 72.8%+22.2pp | 76.5%+18.5pp | 68.1%+26.9pp |
| Annual return | 15.69% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,836 | $2,318+65.5% | $2,954+29.9% | $2,551+50.4% |
| Participant deferral / active EE | $10,318 | $4,224+144.3% | $5,098+102.4% | $4,139+149.3% |
| Admin fee / account holder | $20,115 | $9,013+123.2% | $12,098+66.3% | $7,234+178.1% |