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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 | $221,090 | $76,371+189.5% | $93,621+136.2% | $72,976+203.0% |
| Participation rate | 97.3% | 71.8%+25.5pp | 75.8%+21.5pp | 69.5%+27.8pp |
| Annual return | 21.66% | 25.82%-4.2pp | 32.76%-11.1pp | 81.02%-59.4pp |
| Employer contribution / active EE | $3,243 | $2,276+42.5% | $2,719+19.3% | $2,440+32.9% |
| Participant deferral / active EE | $8,827 | $3,538+149.5% | $4,070+116.9% | $3,608+144.7% |
| Admin fee / account holder | $9,868 | $6,839+44.3% | $7,890+25.1% | $5,124+92.6% |