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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 | $82,038 | $106,749-23.1% | $145,433-43.6% | $82,448-0.5% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 17.22% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $5,075 | $3,444+47.3% | $4,554+11.4% | $2,551+99.0% |
| Participant deferral / active EE | $10,581 | $6,519+62.3% | $7,897+34.0% | $4,139+155.6% |
| Admin fee / account holder | $14,549 | $8,390+73.4% | $13,129+10.8% | $7,234+101.1% |