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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 | $137,869 | $108,825+26.7% | $156,181-11.7% | $82,448+67.2% |
| Participation rate | 91.7% | 72.4%+19.3pp | 78.8%+12.8pp | 68.1%+23.6pp |
| Annual return | 16.42% | 20.59%-4.2pp | 64.87%-48.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,725 | $2,870+64.6% | $4,294+10.0% | $2,551+85.2% |
| Participant deferral / active EE | $10,616 | $4,577+131.9% | $6,132+73.1% | $4,139+156.5% |
| Admin fee / account holder | $20,387 | $9,341+118.3% | $14,586+39.8% | $7,234+181.8% |