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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 | $79,586 | $60,444+31.7% | $68,948+15.4% | $82,448-3.5% |
| Participation rate | 96.1% | 73.6%+22.4pp | 79.2%+16.9pp | 68.1%+28.0pp |
| Annual return | 18.41% | 15.42%+3.0pp | 28.39%-10.0pp | 41.64%-23.2pp |
| Employer contribution / active EE | $7,325 | $3,449+112.4% | $4,165+75.9% | $2,551+187.1% |
| Participant deferral / active EE | $13,303 | $3,658+263.7% | $6,186+115.0% | $4,139+221.4% |
| Admin fee / account holder | $8,415 | $6,421+31.1% | $7,539+11.6% | $7,234+16.3% |