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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 | $225,688 | $81,504+176.9% | $102,437+120.3% | $80,959+178.8% |
| Participation rate | 90.7% | 66.9%+23.9pp | 74.5%+16.2pp | 67.7%+23.1pp |
| Annual return | 18.88% | 25.60%-6.7pp | 24.95%-6.1pp | 35.67%-16.8pp |
| Employer contribution / active EE | $1,570 | $3,104-49.4% | $3,871-59.4% | $2,757-43.1% |
| Participant deferral / active EE | $10,861 | $3,871+180.6% | $5,060+114.6% | $4,300+152.6% |
| Admin fee / account holder | $8,133 | $6,719+21.0% | $8,388-3.0% | $6,925+17.4% |