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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 | $119,894 | $87,037+37.7% | $106,201+12.9% | $80,874+48.2% |
| Participation rate | 93.0% | 70.4%+22.6pp | 75.3%+17.7pp | 67.6%+25.4pp |
| Annual return | 13.98% | 17.05%-3.1pp | 116.26%-102.3pp | 35.62%-21.6pp |
| Employer contribution / active EE | $2,285 | $2,396-4.7% | $3,170-27.9% | $2,756-17.1% |
| Participant deferral / active EE | $6,053 | $3,986+51.9% | $5,012+20.8% | $4,297+40.9% |
| Admin fee / account holder | $11,149 | $8,434+32.2% | $11,039+1.0% | $6,935+60.8% |