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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 | $181,903 | $86,938+109.2% | $102,423+77.6% | $80,925+124.8% |
| Participation rate | 97.0% | 72.4%+24.6pp | 76.5%+20.5pp | 67.7%+29.3pp |
| Annual return | 14.44% | 18.89%-4.4pp | 29.42%-15.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $6,577 | $2,369+177.6% | $3,023+117.6% | $2,756+138.6% |
| Participant deferral / active EE | $4,285 | $4,120+4.0% | $5,054-15.2% | $4,299-0.3% |
| Admin fee / account holder | $3,357 | $8,053-58.3% | $9,455-64.5% | $6,940-51.6% |