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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 | $183,118 | $95,453+91.8% | $112,040+63.4% | $82,448+122.1% |
| Participation rate | 89.1% | 72.8%+16.4pp | 76.5%+12.6pp | 68.1%+21.1pp |
| Annual return | 15.20% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $3,491 | $2,318+50.6% | $2,954+18.2% | $2,551+36.9% |
| Participant deferral / active EE | $5,688 | $4,224+34.7% | $5,098+11.6% | $4,139+37.4% |
| Admin fee / account holder | $8,821 | $9,013-2.1% | $12,098-27.1% | $7,234+21.9% |