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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 | $114,514 | $86,919+31.7% | $102,457+11.8% | $80,911+41.5% |
| Participation rate | 82.9% | 72.4%+10.5pp | 76.5%+6.4pp | 67.6%+15.3pp |
| Annual return | 24.82% | 18.90%+5.9pp | 29.41%-4.6pp | 35.63%-10.8pp |
| Employer contribution / active EE | $2,904 | $2,368+22.6% | $3,022-3.9% | $2,756+5.4% |
| Participant deferral / active EE | $6,600 | $4,119+60.2% | $5,054+30.6% | $4,297+53.6% |
| Admin fee / account holder | $4,302 | $8,049-46.6% | $9,451-54.5% | $6,935-38.0% |