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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 | $198,230 | $106,864+85.5% | $147,318+34.6% | $82,637+139.9% |
| Participation rate | 96.4% | 75.5%+20.9pp | 82.1%+14.4pp | 68.1%+28.4pp |
| Annual return | 16.63% | 27.49%-10.9pp | 70.43%-53.8pp | 53.51%-36.9pp |
| Employer contribution / active EE | $7,431 | $3,417+117.5% | $4,593+61.8% | $2,552+191.2% |
| Participant deferral / active EE | $18,011 | $6,496+177.3% | $7,906+127.8% | $4,126+336.5% |
| Admin fee / account holder | $16,286 | $8,415+93.5% | $13,708+18.8% | $7,339+121.9% |