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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 | $194,364 | $106,864+81.9% | $147,318+31.9% | $82,637+135.2% |
| Participation rate | 96.2% | 75.5%+20.7pp | 82.1%+14.1pp | 68.1%+28.1pp |
| Annual return | 21.07% | 27.49%-6.4pp | 70.43%-49.4pp | 53.51%-32.4pp |
| Employer contribution / active EE | $8,872 | $3,417+159.7% | $4,593+93.2% | $2,552+247.6% |
| Participant deferral / active EE | $10,692 | $6,496+64.6% | $7,906+35.2% | $4,126+159.1% |
| Admin fee / account holder | $3,482 | $8,415-58.6% | $13,708-74.6% | $7,339-52.5% |