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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 | $116,625 | $86,938+34.1% | $102,423+13.9% | $80,925+44.1% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.7%+29.9pp |
| Annual return | 17.42% | 18.89%-1.5pp | 29.42%-12.0pp | 35.65%-18.2pp |
| Employer contribution / active EE | $6,051 | $2,369+155.4% | $3,023+100.2% | $2,756+119.5% |
| Participant deferral / active EE | $7,925 | $4,120+92.3% | $5,054+56.8% | $4,299+84.4% |
| Admin fee / account holder | $2,661 | $8,053-67.0% | $9,455-71.9% | $6,940-61.7% |