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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 | $228,979 | $77,472+195.6% | $100,392+128.1% | $80,935+182.9% |
| Participation rate | 97.0% | 76.9%+20.0pp | 81.5%+15.5pp | 67.7%+29.3pp |
| Annual return | 16.77% | 37.26%-20.5pp | 49.45%-32.7pp | 35.66%-18.9pp |
| Employer contribution / active EE | $4,994 | $2,800+78.3% | $3,941+26.7% | $2,757+81.2% |
| Participant deferral / active EE | $12,991 | $6,818+90.5% | $8,090+60.6% | $4,299+202.2% |
| Admin fee / account holder | $14,700 | $5,885+149.8% | $7,904+86.0% | $6,924+112.3% |