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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 | $163,040 | $76,551+113.0% | $123,894+31.6% | $62,881+159.3% |
| Participation rate | 85.4% | 73.0%+12.4pp | 81.4%+4.0pp | 69.3%+16.1pp |
| Annual return | 11.33% | 18.68%-7.3pp | 47.52%-36.2pp | 20.14%-8.8pp |
| Employer contribution / active EE | $3,835 | $2,882+33.1% | $4,617-16.9% | $2,281+68.1% |
| Participant deferral / active EE | $12,490 | $4,840+158.1% | $5,984+108.7% | $3,203+290.0% |
| Admin fee / account holder | $648 | $4,826-86.6% | $8,357-92.3% | $4,296-84.9% |