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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 | $191,827 | $77,472+147.6% | $100,392+91.1% | $80,935+137.0% |
| Participation rate | 96.4% | 76.9%+19.5pp | 81.5%+14.9pp | 67.7%+28.8pp |
| Annual return | 15.70% | 37.26%-21.6pp | 49.45%-33.8pp | 35.66%-20.0pp |
| Employer contribution / active EE | $4,484 | $2,800+60.1% | $3,941+13.8% | $2,757+62.7% |
| Participant deferral / active EE | $9,499 | $6,818+39.3% | $8,090+17.4% | $4,299+120.9% |
| Admin fee / account holder | $2,586 | $5,885-56.1% | $7,904-67.3% | $6,924-62.7% |