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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 | $100,805 | $57,065+76.7% | $75,670+33.2% | $70,131+43.7% |
| Participation rate | 83.3% | 68.1%+15.2pp | 72.3%+11.0pp | 69.5%+13.8pp |
| Annual return | 16.30% | 23.57%-7.3pp | 27.34%-11.0pp | 73.14%-56.8pp |
| Employer contribution / active EE | $3,504 | $1,817+92.9% | $2,352+49.0% | $2,342+49.6% |
| Participant deferral / active EE | $1,457 | $2,580-43.5% | $3,142-53.6% | $3,332-56.3% |
| Admin fee / account holder | $1,178 | $3,825-69.2% | $5,800-79.7% | $4,645-74.6% |