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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 | $142,347 | $78,013+82.5% | $178,449-20.2% | $80,911+75.9% |
| Participation rate | 93.8% | 65.7%+28.1pp | 77.1%+16.7pp | 67.6%+26.1pp |
| Annual return | 18.40% | 18.07%+0.3pp | 27.09%-8.7pp | 35.63%-17.2pp |
| Employer contribution / active EE | $2,083 | $2,287-8.9% | $3,951-47.3% | $2,756-24.4% |
| Participant deferral / active EE | $6,703 | $4,408+52.1% | $6,277+6.8% | $4,297+56.0% |
| Admin fee / account holder | $3,928 | $7,166-45.2% | $10,362-62.1% | $6,935-43.4% |