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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 | $133,797 | $76,371+75.2% | $93,621+42.9% | $72,976+83.3% |
| Participation rate | 95.5% | 71.8%+23.7pp | 75.8%+19.6pp | 69.5%+26.0pp |
| Annual return | 19.24% | 25.82%-6.6pp | 32.76%-13.5pp | 81.02%-61.8pp |
| Employer contribution / active EE | $4,296 | $2,276+88.8% | $2,719+58.0% | $2,440+76.1% |
| Participant deferral / active EE | $3,423 | $3,538-3.3% | $4,070-15.9% | $3,608-5.1% |
| Admin fee / account holder | $22,437 | $6,839+228.1% | $7,890+184.4% | $5,124+337.9% |