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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 | $116,927 | $73,978+58.1% | $96,515+21.1% | $75,173+55.5% |
| Participation rate | 84.5% | 66.4%+18.1pp | 74.3%+10.2pp | 67.2%+17.3pp |
| Annual return | 15.41% | 26.72%-11.3pp | 35.73%-20.3pp | 160.72%-145.3pp |
| Employer contribution / active EE | $3,072 | $2,931+4.8% | $3,740-17.8% | $2,671+15.0% |
| Participant deferral / active EE | $7,361 | $3,660+101.1% | $4,880+50.8% | $4,126+78.4% |
| Admin fee / account holder | $8,620 | $5,219+65.2% | $6,735+28.0% | $5,651+52.5% |