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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 | $229,788 | $97,550+135.6% | $120,344+90.9% | $87,485+162.7% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.7%+0.2pp | 68.9%+8.0pp |
| Annual return | 15.97% | 18.41%-2.4pp | 20.30%-4.3pp | 26.06%-10.1pp |
| Employer contribution / active EE | $3,759 | $2,291+64.1% | $3,020+24.5% | $2,596+44.8% |
| Participant deferral / active EE | $9,303 | $4,230+119.9% | $5,135+81.2% | $4,274+117.7% |
| Admin fee / account holder | $17,293 | $9,543+81.2% | $12,742+35.7% | $7,775+122.4% |