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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 | $199,581 | $48,078+315.1% | $78,676+153.7% | $62,881+217.4% |
| Participation rate | 94.2% | 65.2%+29.0pp | 73.6%+20.6pp | 69.3%+24.9pp |
| Annual return | 7.08% | 31.36%-24.3pp | 62.19%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $12,813 | $2,015+536.0% | $2,850+349.6% | $2,281+461.7% |
| Participant deferral / active EE | $8,924 | $2,587+244.9% | $3,517+153.8% | $3,203+178.6% |
| Admin fee / account holder | $12,919 | $3,206+303.0% | $4,510+186.4% | $4,296+200.7% |