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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 | $150,384 | $114,712+31.1% | $173,730-13.4% | $87,485+71.9% |
| Participation rate | 84.3% | 73.0%+11.3pp | 79.6%+4.7pp | 68.9%+15.4pp |
| Annual return | 22.32% | 20.18%+2.1pp | 19.96%+2.4pp | 26.06%-3.7pp |
| Employer contribution / active EE | $8,684 | $2,904+199.0% | $4,577+89.7% | $2,596+234.5% |
| Participant deferral / active EE | $9,013 | $4,642+94.2% | $6,326+42.5% | $4,274+110.9% |
| Admin fee / account holder | $5,542 | $10,210-45.7% | $17,523-68.4% | $7,775-28.7% |