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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 | $88,829 | $60,349+47.2% | $74,184+19.7% | $62,881+41.3% |
| Participation rate | 97.7% | 72.7%+25.0pp | 76.6%+21.1pp | 69.3%+28.4pp |
| Annual return | 8.62% | 21.38%-12.8pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $4,672 | $1,680+178.0% | $2,370+97.1% | $2,281+104.8% |
| Participant deferral / active EE | $6,163 | $2,856+115.8% | $3,550+73.6% | $3,203+92.4% |
| Admin fee / account holder | $1,845 | $4,261-56.7% | $5,586-67.0% | $4,296-57.1% |