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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 | $132,023 | $91,559+44.2% | $133,971-1.5% | $79,852+65.3% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | 17.99% | 61.85%-43.9pp | 45.09%-27.1pp | 31.72%-13.7pp |
| Employer contribution / active EE | $2,949 | $2,384+23.7% | $3,919-24.8% | $2,471+19.3% |
| Participant deferral / active EE | $6,384 | $3,734+71.0% | $5,047+26.5% | $3,740+70.7% |
| Admin fee / account holder | $1,481 | $6,321-76.6% | $8,929-83.4% | $5,306-72.1% |