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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 | $128,908 | $67,602+90.7% | $82,312+56.6% | $70,126+83.8% |
| Participation rate | 90.2% | 72.8%+17.4pp | 76.9%+13.3pp | 69.5%+20.7pp |
| Annual return | 19.09% | 21.57%-2.5pp | 25.88%-6.8pp | 73.15%-54.1pp |
| Employer contribution / active EE | $3,419 | $1,755+94.8% | $2,428+40.8% | $2,343+46.0% |
| Participant deferral / active EE | $2,113 | $2,987-29.3% | $3,706-43.0% | $3,332-36.6% |
| Admin fee / account holder | $2,631 | $4,512-41.7% | $5,608-53.1% | $4,645-43.4% |