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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 | $95,286 | $72,492+31.4% | $87,102+9.4% | $72,983+30.6% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.9%+21.4pp | 69.5%+28.8pp |
| Annual return | 21.10% | 24.46%-3.4pp | 28.19%-7.1pp | 81.01%-59.9pp |
| Employer contribution / active EE | $4,594 | $1,894+142.6% | $2,521+82.2% | $2,440+88.3% |
| Participant deferral / active EE | $6,759 | $3,270+106.7% | $4,048+67.0% | $3,608+87.4% |
| Admin fee / account holder | $2,519 | $5,055-50.2% | $7,491-66.4% | $5,124-50.9% |