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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 | $198,590 | $72,273+174.8% | $101,275+96.1% | $79,856+148.7% |
| Participation rate | 91.7% | 68.5%+23.2pp | 75.8%+15.9pp | 69.6%+22.0pp |
| Annual return | 13.70% | 22.30%-8.6pp | 46.48%-32.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,191 | $2,691-18.6% | $3,660-40.1% | $2,471-11.3% |
| Participant deferral / active EE | $7,863 | $3,282+139.6% | $4,371+79.9% | $3,741+110.2% |
| Admin fee / account holder | $10,485 | $4,401+138.2% | $5,948+76.3% | $5,306+97.6% |