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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 | $201,383 | $76,834+162.1% | $108,359+85.8% | $87,485+130.2% |
| Participation rate | 90.6% | 61.7%+28.9pp | 70.1%+20.5pp | 68.9%+21.7pp |
| Annual return | 20.37% | 19.09%+1.3pp | 36.89%-16.5pp | 26.06%-5.7pp |
| Employer contribution / active EE | $5,587 | $1,556+259.0% | $2,399+132.8% | $2,596+115.2% |
| Participant deferral / active EE | $3,078 | $3,100-0.7% | $4,137-25.6% | $4,274-28.0% |
| Admin fee / account holder | $8,728 | $6,537+33.5% | $9,741-10.4% | $7,775+12.3% |