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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 | $89,284 | $76,551+16.6% | $123,894-27.9% | $62,881+42.0% |
| Participation rate | 92.7% | 73.0%+19.7pp | 81.4%+11.3pp | 69.3%+23.4pp |
| Annual return | 6.17% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $6,453 | $2,882+123.9% | $4,617+39.8% | $2,281+182.9% |
| Participant deferral / active EE | $4,298 | $4,840-11.2% | $5,984-28.2% | $3,203+34.2% |
| Admin fee / account holder | $6,741 | $4,826+39.7% | $8,357-19.3% | $4,296+56.9% |