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 | $126,238 | $63,082+100.1% | $81,726+54.5% | $79,859+58.1% |
| Participation rate | 85.2% | 67.5%+17.7pp | 72.0%+13.2pp | 69.6%+15.5pp |
| Annual return | 15.01% | 22.66%-7.6pp | 29.49%-14.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $7,220 | $1,795+302.2% | $4,311+67.5% | $2,471+192.2% |
| Participant deferral / active EE | $5,182 | $2,780+86.4% | $7,108-27.1% | $3,741+38.5% |
| Admin fee / account holder | $3,635 | $4,428-17.9% | $5,160-29.6% | $5,307-31.5% |