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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 | $110,843 | $106,864+3.7% | $147,318-24.8% | $82,637+34.1% |
| Participation rate | 87.5% | 75.5%+12.0pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 15.56% | 27.49%-11.9pp | 70.43%-54.9pp | 53.51%-38.0pp |
| Employer contribution / active EE | $5,219 | $3,417+52.7% | $4,593+13.6% | $2,552+104.5% |
| Participant deferral / active EE | $12,727 | $6,496+95.9% | $7,906+61.0% | $4,126+208.4% |
| Admin fee / account holder | $27,418 | $8,415+225.8% | $13,708+100.0% | $7,339+273.6% |