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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 | $129,606 | $106,749+21.4% | $145,433-10.9% | $82,448+57.2% |
| Participation rate | 88.2% | 75.6%+12.6pp | 82.1%+6.1pp | 68.1%+20.2pp |
| Annual return | 16.21% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $4,263 | $3,444+23.8% | $4,554-6.4% | $2,551+67.1% |
| Participant deferral / active EE | $12,697 | $6,519+94.8% | $7,897+60.8% | $4,139+206.7% |
| Admin fee / account holder | $3,909 | $8,390-53.4% | $13,129-70.2% | $7,234-46.0% |