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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 | $188,404 | $97,550+93.1% | $120,344+56.6% | $87,485+115.4% |
| Participation rate | 85.0% | 72.8%+12.2pp | 76.7%+8.3pp | 68.9%+16.1pp |
| Annual return | 14.06% | 18.41%-4.3pp | 20.30%-6.2pp | 26.06%-12.0pp |
| Employer contribution / active EE | $4,969 | $2,291+116.9% | $3,020+64.5% | $2,596+91.4% |
| Participant deferral / active EE | $6,162 | $4,230+45.7% | $5,135+20.0% | $4,274+44.2% |
| Admin fee / account holder | $18,164 | $9,543+90.3% | $12,742+42.6% | $7,775+133.6% |