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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 | $194,129 | $99,633+94.8% | $183,328+5.9% | $82,448+135.5% |
| Participation rate | 83.5% | 70.8%+12.8pp | 77.3%+6.2pp | 68.1%+15.5pp |
| Annual return | 20.11% | 17.84%+2.3pp | 29.67%-9.6pp | 41.64%-21.5pp |
| Employer contribution / active EE | $4,415 | $3,256+35.6% | $5,055-12.7% | $2,551+73.1% |
| Participant deferral / active EE | $9,400 | $4,938+90.4% | $6,795+38.3% | $4,139+127.1% |
| Admin fee / account holder | $14,776 | $9,934+48.7% | $21,427-31.0% | $7,234+104.2% |