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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 | $84,830 | $60,349+40.6% | $74,184+14.4% | $62,881+34.9% |
| Participation rate | 89.7% | 72.7%+16.9pp | 76.6%+13.0pp | 69.3%+20.4pp |
| Annual return | 7.09% | 21.38%-14.3pp | 17.74%-10.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,659 | $1,680+117.8% | $2,370+54.4% | $2,281+60.4% |
| Participant deferral / active EE | $5,349 | $2,856+87.3% | $3,550+50.7% | $3,203+67.0% |
| Admin fee / account holder | $3,839 | $4,261-9.9% | $5,586-31.3% | $4,296-10.6% |