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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 | $124,525 | $106,524+16.9% | $152,301-18.2% | $87,485+42.3% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.4%+13.3pp | 68.9%+26.8pp |
| Annual return | 16.78% | 26.89%-10.1pp | 80.50%-63.7pp | 26.06%-9.3pp |
| Employer contribution / active EE | $5,064 | $3,371+50.2% | $4,624+9.5% | $2,596+95.1% |
| Participant deferral / active EE | $10,051 | $6,525+54.0% | $8,004+25.6% | $4,274+135.2% |
| Admin fee / account holder | $1,595 | $8,287-80.8% | $14,398-88.9% | $7,775-79.5% |