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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 | $129,607 | $69,444+86.6% | $92,985+39.4% | $87,485+48.1% |
| Participation rate | 76.3% | 63.3%+13.0pp | 69.5%+6.8pp | 68.9%+7.4pp |
| Annual return | 15.70% | 23.85%-8.2pp | 27.99%-12.3pp | 26.06%-10.4pp |
| Employer contribution / active EE | $3,254 | $1,917+69.7% | $2,662+22.2% | $2,596+25.3% |
| Participant deferral / active EE | $7,135 | $3,364+112.1% | $4,377+63.0% | $4,274+67.0% |
| Admin fee / account holder | $5,650 | $6,137-7.9% | $9,463-40.3% | $7,775-27.3% |