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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 | $129,208 | $86,919+48.7% | $102,457+26.1% | $80,911+59.7% |
| Participation rate | 84.4% | 72.4%+12.0pp | 76.5%+7.9pp | 67.6%+16.8pp |
| Annual return | 18.91% | 18.90%0pp | 29.41%-10.5pp | 35.63%-16.7pp |
| Employer contribution / active EE | $5,398 | $2,368+127.9% | $3,022+78.6% | $2,756+95.9% |
| Participant deferral / active EE | $10,613 | $4,119+157.6% | $5,054+110.0% | $4,297+147.0% |
| Admin fee / account holder | $1,807 | $8,049-77.6% | $9,451-80.9% | $6,935-73.9% |