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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 | $101,648 | $73,988+37.4% | $96,538+5.3% | $75,177+35.2% |
| Participation rate | 91.4% | 66.4%+25.0pp | 74.3%+17.1pp | 67.2%+24.2pp |
| Annual return | 20.77% | 26.73%-6.0pp | 35.74%-15.0pp | 160.75%-140.0pp |
| Employer contribution / active EE | $4,127 | $2,930+40.8% | $3,740+10.3% | $2,671+54.5% |
| Participant deferral / active EE | $11,098 | $3,660+203.2% | $4,880+127.4% | $4,126+168.9% |
| Admin fee / account holder | $6,776 | $5,220+29.8% | $6,737+0.6% | $5,651+19.9% |