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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 | $153,485 | $86,949+76.5% | $102,460+49.8% | $80,959+89.6% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.7%+24.9pp |
| Annual return | 13.30% | 18.89%-5.6pp | 29.47%-16.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,784 | $2,370-24.7% | $3,025-41.0% | $2,757-35.3% |
| Participant deferral / active EE | $6,685 | $4,121+62.2% | $5,056+32.2% | $4,300+55.5% |
| Admin fee / account holder | $13,700 | $8,048+70.2% | $9,460+44.8% | $6,925+97.8% |