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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 | $191,531 | $138,393+38.4% | $184,256+3.9% | $80,959+136.6% |
| Participation rate | 95.2% | 83.9%+11.3pp | 86.8%+8.4pp | 67.7%+27.6pp |
| Annual return | 15.49% | 20.01%-4.5pp | 28.85%-13.4pp | 35.67%-20.2pp |
| Employer contribution / active EE | $10,418 | $4,847+114.9% | $6,427+62.1% | $2,757+277.8% |
| Participant deferral / active EE | $9,626 | $7,076+36.0% | $9,133+5.4% | $4,300+123.9% |
| Admin fee / account holder | $8,353 | $10,489-20.4% | $13,899-39.9% | $6,925+20.6% |