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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 | $126,277 | $106,524+18.5% | $152,301-17.1% | $87,485+44.3% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.4%+12.3pp | 68.9%+25.8pp |
| Annual return | 18.60% | 26.89%-8.3pp | 80.50%-61.9pp | 26.06%-7.5pp |
| Employer contribution / active EE | $8,170 | $3,371+142.3% | $4,624+76.7% | $2,596+214.7% |
| Participant deferral / active EE | $11,055 | $6,525+69.4% | $8,004+38.1% | $4,274+158.7% |
| Admin fee / account holder | $23,570 | $8,287+184.4% | $14,398+63.7% | $7,775+203.2% |