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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 | $196,067 | $76,551+156.1% | $123,894+58.3% | $62,881+211.8% |
| Participation rate | 92.3% | 73.0%+19.3pp | 81.4%+10.9pp | 69.3%+23.0pp |
| Annual return | 9.62% | 18.68%-9.1pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $4,645 | $2,882+61.2% | $4,617+0.6% | $2,281+103.7% |
| Participant deferral / active EE | $8,388 | $4,840+73.3% | $5,984+40.2% | $3,203+161.9% |
| Admin fee / account holder | $8,421 | $4,826+74.5% | $8,357+0.8% | $4,296+96.0% |