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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 | $90,212 | $201,344-55.2% | $184,243-51.0% | $145,877-38.2% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 27.99% | 29.01%-1.0pp | 28.82%-0.8pp | 551.28%-523.3pp |
| Employer contribution / active EE | $8,011 | $7,022+14.1% | $6,427+24.6% | $4,663+71.8% |
| Participant deferral / active EE | $17,475 | $9,807+78.2% | $9,132+91.3% | $6,691+161.2% |
| Admin fee / account holder | $33,402 | $16,382+103.9% | $13,914+140.1% | $13,402+149.2% |