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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 | $108,048 | $67,894+59.1% | $89,340+20.9% | $82,448+31.1% |
| Participation rate | 79.2% | 64.0%+15.2pp | 69.6%+9.7pp | 68.1%+11.2pp |
| Annual return | 14.48% | 19.21%-4.7pp | 20.57%-6.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $3,181 | $1,828+74.0% | $2,231+42.6% | $2,551+24.7% |
| Participant deferral / active EE | $10,951 | $3,072+256.4% | $3,823+186.5% | $4,139+164.6% |
| Admin fee / account holder | $30,823 | $5,723+438.6% | $6,704+359.8% | $7,234+326.1% |