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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 | $192,427 | $86,949+121.3% | $102,460+87.8% | $80,959+137.7% |
| Participation rate | 98.0% | 72.4%+25.7pp | 76.5%+21.5pp | 67.7%+30.4pp |
| Annual return | 13.66% | 18.89%-5.2pp | 29.47%-15.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $9,283 | $2,370+291.7% | $3,025+206.9% | $2,757+236.7% |
| Participant deferral / active EE | $14,194 | $4,121+244.4% | $5,056+180.7% | $4,300+230.1% |
| Admin fee / account holder | $17,347 | $8,048+115.6% | $9,460+83.4% | $6,925+150.5% |