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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 | $185,320 | $81,504+127.4% | $102,437+80.9% | $80,959+128.9% |
| Participation rate | 97.1% | 66.9%+30.2pp | 74.5%+22.6pp | 67.7%+29.4pp |
| Annual return | 15.82% | 25.60%-9.8pp | 24.95%-9.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $5,715 | $3,104+84.1% | $3,871+47.6% | $2,757+107.3% |
| Participant deferral / active EE | $8,837 | $3,871+128.3% | $5,060+74.6% | $4,300+105.5% |
| Admin fee / account holder | $8,458 | $6,719+25.9% | $8,388+0.8% | $6,925+22.1% |