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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 | $120,387 | $87,841+37.1% | $133,981-10.1% | $62,891+91.4% |
| Participation rate | 95.2% | 83.4%+11.9pp | 87.1%+8.2pp | 69.3%+25.9pp |
| Annual return | 8.63% | 12.05%-3.4pp | 29.30%-20.7pp | 20.14%-11.5pp |
| Employer contribution / active EE | $8,766 | $3,483+151.7% | $5,211+68.2% | $2,281+284.3% |
| Participant deferral / active EE | $11,549 | $4,812+140.0% | $6,282+83.8% | $3,203+260.6% |
| Admin fee / account holder | $3,370 | $5,371-37.3% | $9,324-63.9% | $4,296-21.6% |