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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 | $113,992 | $86,919+31.1% | $102,457+11.3% | $80,911+40.9% |
| Participation rate | 91.8% | 72.4%+19.5pp | 76.5%+15.3pp | 67.6%+24.2pp |
| Annual return | 13.73% | 18.90%-5.2pp | 29.41%-15.7pp | 35.63%-21.9pp |
| Employer contribution / active EE | $2,449 | $2,368+3.4% | $3,022-19.0% | $2,756-11.1% |
| Participant deferral / active EE | $4,976 | $4,119+20.8% | $5,054-1.5% | $4,297+15.8% |
| Admin fee / account holder | $16,971 | $8,049+110.8% | $9,451+79.6% | $6,935+144.7% |