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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 | $207,213 | $99,875+107.5% | $146,866+41.1% | $86,983+138.2% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.5%+10.5pp | 69.5%+23.5pp |
| Annual return | 14.06% | 28.10%-14.0pp | 102.85%-88.8pp | 25.83%-11.8pp |
| Employer contribution / active EE | $3,918 | $3,224+21.5% | $4,425-11.4% | $2,584+51.6% |
| Participant deferral / active EE | $9,889 | $6,322+56.4% | $7,759+27.4% | $4,194+135.8% |
| Admin fee / account holder | $1,900 | $7,838-75.8% | $13,620-86.1% | $7,856-75.8% |