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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 | $103,735 | $106,524-2.6% | $152,301-31.9% | $87,485+18.6% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.4%+15.1pp | 68.9%+28.7pp |
| Annual return | 21.23% | 26.89%-5.7pp | 80.50%-59.3pp | 26.06%-4.8pp |
| Employer contribution / active EE | $7,696 | $3,371+128.3% | $4,624+66.4% | $2,596+196.4% |
| Participant deferral / active EE | $13,178 | $6,525+102.0% | $8,004+64.7% | $4,274+208.4% |
| Admin fee / account holder | $8,592 | $8,287+3.7% | $14,398-40.3% | $7,775+10.5% |