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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 | $123,331 | $78,520+57.1% | $96,576+27.7% | $82,448+49.6% |
| Participation rate | 76.9% | 77.7%-0.8pp | 81.4%-4.5pp | 68.1%+8.9pp |
| Annual return | 23.34% | 41.30%-18.0pp | 38.47%-15.1pp | 41.64%-18.3pp |
| Employer contribution / active EE | $3,439 | $2,630+30.8% | $3,553-3.2% | $2,551+34.8% |
| Participant deferral / active EE | $8,660 | $6,754+28.2% | $7,956+8.8% | $4,139+109.2% |
| Admin fee / account holder | $20,390 | $13,455+51.5% | $11,381+79.2% | $7,234+181.9% |