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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 | $134,955 | $81,504+65.6% | $102,437+31.7% | $80,959+66.7% |
| Participation rate | 98.5% | 66.9%+31.6pp | 74.5%+24.0pp | 67.7%+30.8pp |
| Annual return | 18.34% | 25.60%-7.3pp | 24.95%-6.6pp | 35.67%-17.3pp |
| Employer contribution / active EE | $5,871 | $3,104+89.2% | $3,871+51.7% | $2,757+112.9% |
| Participant deferral / active EE | $6,403 | $3,871+65.4% | $5,060+26.5% | $4,300+48.9% |
| Admin fee / account holder | $4,823 | $6,719-28.2% | $8,388-42.5% | $6,925-30.4% |