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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 | $104,611 | $100,003+4.6% | $146,685-28.7% | $85,856+21.8% |
| Participation rate | 92.9% | 73.1%+19.8pp | 80.1%+12.8pp | 69.3%+23.5pp |
| Annual return | 13.08% | 18.93%-5.9pp | 22.75%-9.7pp | 318.58%-305.5pp |
| Employer contribution / active EE | $4,108 | $2,559+60.5% | $4,137-0.7% | $2,565+60.1% |
| Participant deferral / active EE | $5,806 | $4,006+44.9% | $5,507+5.4% | $3,952+46.9% |
| Admin fee / account holder | $9,353 | $7,704+21.4% | $10,281-9.0% | $6,261+49.4% |