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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 | $152,307 | $143,969+5.8% | $199,883-23.8% | $82,637+84.3% |
| Participation rate | 94.6% | 84.1%+10.5pp | 86.8%+7.8pp | 68.1%+26.5pp |
| Annual return | 33.57% | 25.67%+7.9pp | 43.81%-10.2pp | 53.51%-19.9pp |
| Employer contribution / active EE | $6,209 | $4,632+34.0% | $6,261-0.8% | $2,552+143.3% |
| Participant deferral / active EE | $15,010 | $6,937+116.4% | $9,138+64.2% | $4,126+263.8% |
| Admin fee / account holder | $10,216 | $14,597-30.0% | $17,268-40.8% | $7,339+39.2% |