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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 | $115,745 | $89,698+29.0% | $103,464+11.9% | $80,874+43.1% |
| Participation rate | 88.1% | 76.0%+12.1pp | 80.5%+7.6pp | 67.6%+20.4pp |
| Annual return | 12.16% | 22.78%-10.6pp | 23.91%-11.8pp | 35.62%-23.5pp |
| Employer contribution / active EE | $5,667 | $4,018+41.0% | $4,677+21.2% | $2,756+105.7% |
| Participant deferral / active EE | $3,378 | $5,456-38.1% | $6,624-49.0% | $4,297-21.4% |
| Admin fee / account holder | $7,492 | $6,768+10.7% | $9,410-20.4% | $6,935+8.0% |