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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 | $191,019 | $146,267+30.6% | $197,124-3.1% | $82,448+131.7% |
| Participation rate | 97.8% | 84.0%+13.8pp | 86.7%+11.1pp | 68.1%+29.8pp |
| Annual return | 20.66% | 29.61%-8.9pp | 44.34%-23.7pp | 41.64%-21.0pp |
| Employer contribution / active EE | $18,358 | $4,723+288.7% | $6,227+194.8% | $2,551+619.6% |
| Participant deferral / active EE | $16,921 | $7,035+140.5% | $9,135+85.2% | $4,139+308.8% |
| Admin fee / account holder | $13,958 | $14,422-3.2% | $16,298-14.4% | $7,234+92.9% |