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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 | $213,575 | $138,386+54.3% | $184,260+15.9% | $80,935+163.9% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.5pp | 67.7%+28.6pp |
| Annual return | 15.90% | 20.02%-4.1pp | 28.84%-12.9pp | 35.66%-19.8pp |
| Employer contribution / active EE | $16,277 | $4,851+235.6% | $6,427+153.2% | $2,757+490.4% |
| Participant deferral / active EE | $19,791 | $7,076+179.7% | $9,133+116.7% | $4,299+360.3% |
| Admin fee / account holder | $4,467 | $10,489-57.4% | $13,898-67.9% | $6,924-35.5% |