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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 | $225,056 | $114,712+96.2% | $173,730+29.5% | $87,485+157.3% |
| Participation rate | 95.1% | 73.0%+22.1pp | 79.6%+15.5pp | 68.9%+26.2pp |
| Annual return | 13.83% | 20.18%-6.4pp | 19.96%-6.1pp | 26.06%-12.2pp |
| Employer contribution / active EE | $6,156 | $2,904+112.0% | $4,577+34.5% | $2,596+137.1% |
| Participant deferral / active EE | $9,966 | $4,642+114.7% | $6,326+57.5% | $4,274+133.2% |
| Admin fee / account holder | $10,496 | $10,210+2.8% | $17,523-40.1% | $7,775+35.0% |