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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 | $227,852 | $99,875+128.1% | $146,866+55.1% | $86,983+161.9% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.5%+0.8pp | 69.5%+13.8pp |
| Annual return | 19.49% | 28.10%-8.6pp | 102.85%-83.4pp | 25.83%-6.3pp |
| Employer contribution / active EE | $3,477 | $3,224+7.8% | $4,425-21.4% | $2,584+34.5% |
| Participant deferral / active EE | $7,281 | $6,322+15.2% | $7,759-6.2% | $4,194+73.6% |
| Admin fee / account holder | $332 | $7,838-95.8% | $13,620-97.6% | $7,856-95.8% |