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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 | $121,055 | $110,137+9.9% | $161,149-24.9% | $82,637+46.5% |
| Participation rate | 91.8% | 72.4%+19.5pp | 78.8%+13.0pp | 68.1%+23.7pp |
| Annual return | 15.81% | 20.69%-4.9pp | 21.16%-5.3pp | 53.51%-37.7pp |
| Employer contribution / active EE | $3,922 | $2,856+37.3% | $4,360-10.0% | $2,552+53.7% |
| Participant deferral / active EE | $9,152 | $4,575+100.1% | $6,153+48.7% | $4,126+121.8% |
| Admin fee / account holder | $5,851 | $9,467-38.2% | $15,194-61.5% | $7,339-20.3% |