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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 | $211,158 | $58,057+263.7% | $97,032+117.6% | $86,983+142.8% |
| Participation rate | 97.7% | 60.4%+37.4pp | 71.6%+26.2pp | 69.5%+28.2pp |
| Annual return | 19.94% | 22.26%-2.3pp | 35.38%-15.4pp | 25.83%-5.9pp |
| Employer contribution / active EE | $3,865 | $1,663+132.4% | $2,629+47.0% | $2,584+49.5% |
| Participant deferral / active EE | $10,926 | $3,244+236.8% | $4,672+133.9% | $4,194+160.5% |
| Admin fee / account holder | $29,092 | $4,839+501.2% | $9,418+208.9% | $7,856+270.3% |