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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 | $207,012 | $87,059+137.8% | $105,608+96.0% | $80,925+155.8% |
| Participation rate | 91.4% | 70.4%+21.0pp | 75.3%+16.1pp | 67.7%+23.8pp |
| Annual return | 18.02% | 17.05%+1.0pp | 116.50%-98.5pp | 35.65%-17.6pp |
| Employer contribution / active EE | $5,680 | $2,396+137.0% | $3,167+79.3% | $2,756+106.1% |
| Participant deferral / active EE | $7,877 | $3,986+97.6% | $5,010+57.2% | $4,299+83.3% |
| Admin fee / account holder | $24,534 | $8,443+190.6% | $11,028+122.5% | $6,940+253.5% |