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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 | $206,705 | $97,550+111.9% | $120,344+71.8% | $87,485+136.3% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.7%+21.5pp | 68.9%+29.3pp |
| Annual return | 13.15% | 18.41%-5.3pp | 20.30%-7.2pp | 26.06%-12.9pp |
| Employer contribution / active EE | $8,233 | $2,291+259.4% | $3,020+172.6% | $2,596+217.1% |
| Participant deferral / active EE | $13,439 | $4,230+217.7% | $5,135+161.7% | $4,274+214.5% |
| Admin fee / account holder | $7,212 | $9,543-24.4% | $12,742-43.4% | $7,775-7.2% |