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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 | $124,101 | $67,411+84.1% | $91,004+36.4% | $70,126+77.0% |
| Participation rate | 96.5% | 71.4%+25.1pp | 75.6%+20.9pp | 69.5%+27.0pp |
| Annual return | 13.59% | -40.16%+53.8pp | 4.60%+9.0pp | 73.15%-59.6pp |
| Employer contribution / active EE | $2,344 | $1,786+31.2% | $2,456-4.6% | $2,343+0.1% |
| Participant deferral / active EE | $4,420 | $2,823+56.6% | $3,548+24.6% | $3,332+32.7% |
| Admin fee / account holder | $5,624 | $4,236+32.8% | $5,417+3.8% | $4,645+21.1% |