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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 | $181,694 | $86,922+109.0% | $102,438+77.4% | $80,874+124.7% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.6%+25.0pp |
| Annual return | 10.68% | 18.90%-8.2pp | 29.37%-18.7pp | 35.62%-24.9pp |
| Employer contribution / active EE | $9,699 | $2,369+309.3% | $3,024+220.8% | $2,756+252.0% |
| Participant deferral / active EE | $6,926 | $4,119+68.2% | $5,054+37.1% | $4,297+61.2% |
| Admin fee / account holder | $20,704 | $8,050+157.2% | $9,448+119.1% | $6,935+198.5% |