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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 | $241,274 | $81,504+196.0% | $102,437+135.5% | $80,959+198.0% |
| Participation rate | 95.9% | 66.9%+29.1pp | 74.5%+21.4pp | 67.7%+28.3pp |
| Annual return | 14.41% | 25.60%-11.2pp | 24.95%-10.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $17,879 | $3,104+476.1% | $3,871+361.9% | $2,757+548.5% |
| Participant deferral / active EE | $7,424 | $3,871+91.8% | $5,060+46.7% | $4,300+72.6% |
| Admin fee / account holder | $9,580 | $6,719+42.6% | $8,388+14.2% | $6,925+38.3% |