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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 | $120,855 | $94,436+28.0% | $115,599+4.5% | $82,637+46.2% |
| Participation rate | 95.3% | 70.4%+24.9pp | 74.3%+21.1pp | 68.1%+27.3pp |
| Annual return | 22.15% | 18.37%+3.8pp | 111.10%-88.9pp | 53.51%-31.4pp |
| Employer contribution / active EE | $2,318 | $2,324-0.3% | $2,955-21.6% | $2,552-9.2% |
| Participant deferral / active EE | $5,552 | $3,955+40.4% | $4,889+13.6% | $4,126+34.6% |
| Admin fee / account holder | $10,848 | $10,328+5.0% | $12,841-15.5% | $7,339+47.8% |