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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 | $111,982 | $76,834+45.7% | $108,359+3.3% | $87,485+28.0% |
| Participation rate | 88.7% | 61.7%+27.0pp | 70.1%+18.6pp | 68.9%+19.8pp |
| Annual return | 24.66% | 19.09%+5.6pp | 36.89%-12.2pp | 26.06%-1.4pp |
| Employer contribution / active EE | $2,736 | $1,556+75.8% | $2,399+14.0% | $2,596+5.4% |
| Participant deferral / active EE | $4,298 | $3,100+38.6% | $4,137+3.9% | $4,274+0.6% |
| Admin fee / account holder | $9,809 | $6,537+50.1% | $9,741+0.7% | $7,775+26.2% |