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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 | $212,256 | $106,749+98.8% | $145,433+45.9% | $82,448+157.4% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 15.72% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $4,680 | $3,444+35.9% | $4,554+2.8% | $2,551+83.5% |
| Participant deferral / active EE | $10,834 | $6,519+66.2% | $7,897+37.2% | $4,139+161.7% |
| Admin fee / account holder | $2,077 | $8,390-75.2% | $13,129-84.2% | $7,234-71.3% |