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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 | $228,542 | $81,476+180.5% | $102,383+123.2% | $80,925+182.4% |
| Participation rate | 84.3% | 66.8%+17.4pp | 74.5%+9.8pp | 67.7%+16.6pp |
| Annual return | 16.62% | 25.59%-9.0pp | 24.94%-8.3pp | 35.65%-19.0pp |
| Employer contribution / active EE | $2,445 | $3,105-21.2% | $3,870-36.8% | $2,756-11.3% |
| Participant deferral / active EE | $5,376 | $3,871+38.9% | $5,060+6.2% | $4,299+25.1% |
| Admin fee / account holder | $11,820 | $6,717+76.0% | $8,391+40.9% | $6,940+70.3% |