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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 | $247,318 | $106,524+132.2% | $152,301+62.4% | $87,485+182.7% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.4%+13.8pp | 68.9%+27.4pp |
| Annual return | 15.98% | 26.89%-10.9pp | 80.50%-64.5pp | 26.06%-10.1pp |
| Employer contribution / active EE | $4,698 | $3,371+39.4% | $4,624+1.6% | $2,596+81.0% |
| Participant deferral / active EE | $11,054 | $6,525+69.4% | $8,004+38.1% | $4,274+158.7% |
| Admin fee / account holder | $14,067 | $8,287+69.8% | $14,398-2.3% | $7,775+80.9% |