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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 | $117,257 | $86,938+34.9% | $102,423+14.5% | $80,925+44.9% |
| Participation rate | 95.3% | 72.4%+23.0pp | 76.5%+18.8pp | 67.7%+27.7pp |
| Annual return | 19.21% | 18.89%+0.3pp | 29.42%-10.2pp | 35.65%-16.4pp |
| Employer contribution / active EE | $3,955 | $2,369+67.0% | $3,023+30.8% | $2,756+43.5% |
| Participant deferral / active EE | $11,036 | $4,120+167.8% | $5,054+118.3% | $4,299+156.7% |
| Admin fee / account holder | $9,387 | $8,053+16.6% | $9,455-0.7% | $6,940+35.3% |