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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 | $186,323 | $106,749+74.5% | $145,433+28.1% | $82,448+126.0% |
| Participation rate | 96.2% | 75.6%+20.5pp | 82.1%+14.0pp | 68.1%+28.1pp |
| Annual return | 15.16% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,907 | $3,444-15.6% | $4,554-36.2% | $2,551+13.9% |
| Participant deferral / active EE | $10,844 | $6,519+66.4% | $7,897+37.3% | $4,139+162.0% |
| Admin fee / account holder | $14,777 | $8,390+76.1% | $13,129+12.6% | $7,234+104.3% |