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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 | $110,709 | $155,555-28.8% | $146,866-24.6% | $155,188-28.7% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.5%+12.5pp | 80.8%+14.2pp |
| Annual return | 16.83% | 115.41%-98.6pp | 102.85%-86.0pp | 148.84%-132.0pp |
| Employer contribution / active EE | $1,615 | $4,647-65.2% | $4,425-63.5% | $4,248-62.0% |
| Participant deferral / active EE | $8,880 | $8,044+10.4% | $7,759+14.4% | $6,531+36.0% |
| Admin fee / account holder | $4,202 | $14,755-71.5% | $13,620-69.2% | $14,480-71.0% |