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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 | $127,953 | $86,922+47.2% | $102,438+24.9% | $80,874+58.2% |
| Participation rate | 98.0% | 72.4%+25.6pp | 76.5%+21.5pp | 67.6%+30.3pp |
| Annual return | 12.57% | 18.90%-6.3pp | 29.37%-16.8pp | 35.62%-23.0pp |
| Employer contribution / active EE | $3,132 | $2,369+32.2% | $3,024+3.6% | $2,756+13.7% |
| Participant deferral / active EE | $5,505 | $4,119+33.7% | $5,054+8.9% | $4,297+28.1% |
| Admin fee / account holder | $26,589 | $8,050+230.3% | $9,448+181.4% | $6,935+283.4% |