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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 | $146,073 | $87,132+67.6% | $105,624+38.3% | $80,959+80.4% |
| Participation rate | 87.7% | 70.4%+17.3pp | 75.3%+12.4pp | 67.7%+20.0pp |
| Annual return | 15.51% | 17.03%-1.5pp | 116.20%-100.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $3,767 | $2,397+57.2% | $3,168+18.9% | $2,757+36.6% |
| Participant deferral / active EE | $6,449 | $3,985+61.8% | $5,013+28.7% | $4,300+50.0% |
| Admin fee / account holder | $1,005 | $8,449-88.1% | $10,961-90.8% | $6,925-85.5% |