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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 | $155,009 | $87,060+78.0% | $105,591+46.8% | $80,911+91.6% |
| Participation rate | 90.4% | 70.4%+19.9pp | 75.3%+15.1pp | 67.6%+22.7pp |
| Annual return | 13.42% | 17.05%-3.6pp | 116.43%-103.0pp | 35.63%-22.2pp |
| Employer contribution / active EE | $5,595 | $2,396+133.5% | $3,166+76.7% | $2,756+103.0% |
| Participant deferral / active EE | $5,738 | $3,986+44.0% | $5,008+14.6% | $4,297+33.5% |
| Admin fee / account holder | $7,907 | $8,442-6.3% | $11,024-28.3% | $6,935+14.0% |