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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 | $54,357 | $54,763-0.7% | $90,324-39.8% | $72,976-25.5% |
| Participation rate | 92.1% | 65.2%+26.9pp | 73.3%+18.8pp | 69.5%+22.6pp |
| Annual return | 20.87% | 30.63%-9.8pp | 78.15%-57.3pp | 81.02%-60.1pp |
| Employer contribution / active EE | $3,403 | $2,093+62.5% | $2,856+19.1% | $2,440+39.4% |
| Participant deferral / active EE | $4,859 | $2,887+68.3% | $3,885+25.1% | $3,608+34.7% |
| Admin fee / account holder | $5,013 | $3,973+26.2% | $5,356-6.4% | $5,124-2.2% |