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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 | $160,266 | $81,446+96.8% | $103,374+55.0% | $80,874+98.2% |
| Participation rate | 96.8% | 66.9%+29.9pp | 74.5%+22.3pp | 67.6%+29.1pp |
| Annual return | 15.29% | 25.57%-10.3pp | 24.89%-9.6pp | 35.62%-20.3pp |
| Employer contribution / active EE | $2,982 | $3,107-4.0% | $3,869-22.9% | $2,756+8.2% |
| Participant deferral / active EE | $9,431 | $3,870+143.7% | $5,058+86.5% | $4,297+119.5% |
| Admin fee / account holder | $30,165 | $6,715+349.2% | $8,394+259.4% | $6,935+334.9% |