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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 | $115,759 | $57,590+101.0% | $86,233+34.2% | $82,448+40.4% |
| Participation rate | 95.1% | 57.9%+37.3pp | 69.0%+26.1pp | 68.1%+27.1pp |
| Annual return | 18.72% | 22.41%-3.7pp | 61.39%-42.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $23,168 | $1,655+1299.6% | $2,504+825.1% | $2,551+808.2% |
| Participant deferral / active EE | $15,469 | $3,080+402.3% | $4,559+239.3% | $4,139+273.7% |
| Admin fee / account holder | $17,111 | $4,730+261.7% | $8,342+105.1% | $7,234+136.5% |