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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 | $191,054 | $72,492+163.6% | $87,104+119.3% | $72,975+161.8% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.9%+16.7pp | 69.5%+24.1pp |
| Annual return | 24.54% | 24.46%+0.1pp | 28.19%-3.6pp | 81.01%-56.5pp |
| Employer contribution / active EE | $1,728 | $1,894-8.8% | $2,521-31.5% | $2,440-29.2% |
| Participant deferral / active EE | $7,632 | $3,270+133.4% | $4,048+88.5% | $3,608+111.6% |
| Admin fee / account holder | $32,077 | $5,055+534.6% | $7,491+328.2% | $5,124+526.0% |