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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 | $96,722 | $79,955+21.0% | $98,461-1.8% | $75,173+28.7% |
| Participation rate | 87.1% | 70.4%+16.7pp | 75.2%+11.9pp | 67.2%+19.9pp |
| Annual return | 19.26% | 19.75%-0.5pp | 21.17%-1.9pp | 160.72%-141.5pp |
| Employer contribution / active EE | $5,057 | $2,264+123.4% | $3,049+65.9% | $2,671+89.3% |
| Participant deferral / active EE | $4,739 | $3,752+26.3% | $4,7380% | $4,126+14.9% |
| Admin fee / account holder | $4,449 | $6,841-35.0% | $8,961-50.3% | $5,651-21.3% |