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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 | $216,229 | $106,864+102.3% | $147,318+46.8% | $82,637+161.7% |
| Participation rate | 74.1% | 75.5%-1.4pp | 82.1%-8.0pp | 68.1%+6.0pp |
| Annual return | 16.21% | 27.49%-11.3pp | 70.43%-54.2pp | 53.51%-37.3pp |
| Employer contribution / active EE | $11,909 | $3,417+248.6% | $4,593+159.3% | $2,552+366.6% |
| Participant deferral / active EE | $9,526 | $6,496+46.7% | $7,906+20.5% | $4,126+130.9% |
| Admin fee / account holder | $16,129 | $8,415+91.7% | $13,708+17.7% | $7,339+119.8% |