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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 | $134,005 | $75,541+77.4% | $152,093-11.9% | $82,637+62.2% |
| Participation rate | 97.0% | 66.5%+30.4pp | 77.8%+19.2pp | 68.1%+28.9pp |
| Annual return | 14.54% | 32.56%-18.0pp | 66.36%-51.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $4,021 | $2,622+53.4% | $4,175-3.7% | $2,552+57.6% |
| Participant deferral / active EE | $5,620 | $3,206+75.3% | $5,451+3.1% | $4,126+36.2% |
| Admin fee / account holder | $6,556 | $6,405+2.4% | $14,497-54.8% | $7,339-10.7% |