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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 | $172,121 | $106,749+61.2% | $145,433+18.4% | $82,448+108.8% |
| Participation rate | 94.1% | 75.6%+18.5pp | 82.1%+12.0pp | 68.1%+26.0pp |
| Annual return | 15.94% | 27.59%-11.7pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $4,824 | $3,444+40.0% | $4,554+5.9% | $2,551+89.1% |
| Participant deferral / active EE | $10,934 | $6,519+67.7% | $7,897+38.4% | $4,139+164.1% |
| Admin fee / account holder | $3,239 | $8,390-61.4% | $13,129-75.3% | $7,234-55.2% |