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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 | $104,895 | $78,423+33.8% | $95,964+9.3% | $79,856+31.4% |
| Participation rate | 93.8% | 73.5%+20.3pp | 77.1%+16.7pp | 69.6%+24.1pp |
| Annual return | 15.15% | 19.37%-4.2pp | 91.64%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,305 | $1,945-32.9% | $2,541-48.7% | $2,471-47.2% |
| Participant deferral / active EE | $4,778 | $3,440+38.9% | $4,167+14.7% | $3,741+27.7% |
| Admin fee / account holder | $10,638 | $5,622+89.2% | $6,797+56.5% | $5,306+100.5% |