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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 | $191,615 | $88,370+116.8% | $112,977+69.6% | $79,856+140.0% |
| Participation rate | 96.2% | 76.8%+19.4pp | 82.6%+13.6pp | 69.6%+26.5pp |
| Annual return | 14.17% | 23.16%-9.0pp | 24.24%-10.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $8,086 | $3,398+138.0% | $4,255+90.0% | $2,471+227.2% |
| Participant deferral / active EE | $6,308 | $4,536+39.1% | $5,836+8.1% | $3,741+68.6% |
| Admin fee / account holder | $2,827 | $5,750-50.8% | $6,294-55.1% | $5,306-46.7% |