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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 | $240,709 | $123,478+94.9% | $216,567+11.1% | $94,015+156.0% |
| Participation rate | 97.5% | 75.1%+22.4pp | 81.6%+15.9pp | 70.8%+26.7pp |
| Annual return | 14.57% | 23.61%-9.0pp | 12.94%+1.6pp | 17.84%-3.3pp |
| Employer contribution / active EE | $3,636 | $3,136+16.0% | $5,216-30.3% | $2,790+30.3% |
| Participant deferral / active EE | $12,253 | $4,556+168.9% | $6,191+97.9% | $4,249+188.4% |
| Admin fee / account holder | $13,850 | $12,753+8.6% | $21,981-37.0% | $8,951+54.7% |