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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 | $182,731 | $63,764+186.6% | $81,930+123.0% | $79,860+128.8% |
| Participation rate | 92.6% | 67.5%+25.1pp | 72.0%+20.6pp | 69.6%+23.0pp |
| Annual return | 15.39% | 22.66%-7.3pp | 29.49%-14.1pp | 31.72%-16.3pp |
| Employer contribution / active EE | $4,184 | $1,795+133.1% | $4,310-2.9% | $2,471+69.3% |
| Participant deferral / active EE | $10,540 | $2,780+279.1% | $7,107+48.3% | $3,740+181.8% |
| Admin fee / account holder | $12,253 | $4,426+176.8% | $5,158+137.6% | $5,306+130.9% |