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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 | $162,817 | $138,366+17.7% | $184,185-11.6% | $80,911+101.2% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.6%+25.2pp |
| Annual return | 15.38% | 20.02%-4.6pp | 28.81%-13.4pp | 35.63%-20.3pp |
| Employer contribution / active EE | $11,022 | $4,849+127.3% | $6,426+71.5% | $2,756+299.9% |
| Participant deferral / active EE | $4,567 | $7,074-35.4% | $9,132-50.0% | $4,297+6.3% |
| Admin fee / account holder | $65,581 | $10,484+525.5% | $13,909+371.5% | $6,935+845.7% |