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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 | $152,739 | $81,487+87.4% | $102,412+49.1% | $80,935+88.7% |
| Participation rate | 83.9% | 66.8%+17.0pp | 74.5%+9.4pp | 67.7%+16.2pp |
| Annual return | 23.66% | 25.60%-1.9pp | 24.94%-1.3pp | 35.66%-12.0pp |
| Employer contribution / active EE | $7,013 | $3,103+126.0% | $3,870+81.2% | $2,757+154.4% |
| Participant deferral / active EE | $9,643 | $3,871+149.1% | $5,060+90.6% | $4,299+124.3% |
| Admin fee / account holder | $2,638 | $6,717-60.7% | $8,388-68.5% | $6,924-61.9% |