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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 | $114,340 | $101,795+12.3% | $165,100-30.7% | $80,959+41.2% |
| Participation rate | 98.6% | 71.8%+26.7pp | 78.6%+19.9pp | 67.7%+30.9pp |
| Annual return | 17.11% | 16.73%+0.4pp | 70.21%-53.1pp | 35.67%-18.6pp |
| Employer contribution / active EE | $4,334 | $2,954+46.7% | $4,348-0.3% | $2,757+57.2% |
| Participant deferral / active EE | $8,889 | $4,476+98.6% | $6,035+47.3% | $4,300+106.7% |
| Admin fee / account holder | $3,792 | $8,221-53.9% | $12,696-70.1% | $6,925-45.2% |