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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 | $158,369 | $106,749+48.4% | $145,433+8.9% | $82,448+92.1% |
| Participation rate | 89.5% | 75.6%+13.8pp | 82.1%+7.4pp | 68.1%+21.4pp |
| Annual return | 17.54% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $3,649 | $3,444+5.9% | $4,554-19.9% | $2,551+43.1% |
| Participant deferral / active EE | $9,672 | $6,519+48.4% | $7,897+22.5% | $4,139+133.7% |
| Admin fee / account holder | $9,419 | $8,390+12.3% | $13,129-28.3% | $7,234+30.2% |