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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 | $174,903 | $108,825+60.7% | $156,181+12.0% | $82,448+112.1% |
| Participation rate | 88.9% | 72.4%+16.5pp | 78.8%+10.1pp | 68.1%+20.8pp |
| Annual return | 12.97% | 20.59%-7.6pp | 64.87%-51.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $3,662 | $2,870+27.6% | $4,294-14.7% | $2,551+43.6% |
| Participant deferral / active EE | $3,115 | $4,577-31.9% | $6,132-49.2% | $4,139-24.7% |
| Admin fee / account holder | $5,356 | $9,341-42.7% | $14,586-63.3% | $7,234-26.0% |