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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 | $156,208 | $108,825+43.5% | $156,1810% | $82,448+89.5% |
| Participation rate | 93.8% | 72.4%+21.5pp | 78.8%+15.0pp | 68.1%+25.8pp |
| Annual return | 13.74% | 20.59%-6.9pp | 64.87%-51.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $4,482 | $2,870+56.2% | $4,294+4.4% | $2,551+75.7% |
| Participant deferral / active EE | $7,895 | $4,577+72.5% | $6,132+28.7% | $4,139+90.7% |
| Admin fee / account holder | $9,354 | $9,341+0.1% | $14,586-35.9% | $7,234+29.3% |