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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 | $119,399 | $80,985+47.4% | $96,576+23.6% | $75,181+58.8% |
| Participation rate | 98.3% | 71.8%+26.6pp | 76.0%+22.4pp | 67.2%+31.1pp |
| Annual return | 14.78% | 27.05%-12.3pp | 25.87%-11.1pp | 160.69%-145.9pp |
| Employer contribution / active EE | $6,132 | $2,282+168.7% | $2,965+106.8% | $2,671+129.6% |
| Participant deferral / active EE | $4,987 | $3,929+26.9% | $4,851+2.8% | $4,126+20.9% |
| Admin fee / account holder | $3,600 | $6,719-46.4% | $8,253-56.4% | $5,650-36.3% |