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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 | $166,503 | $94,031+77.1% | $115,768+43.8% | $82,448+101.9% |
| Participation rate | 98.6% | 70.4%+28.2pp | 74.4%+24.2pp | 68.1%+30.5pp |
| Annual return | 13.68% | 20.61%-6.9pp | 100.46%-86.8pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,114 | $2,323-9.0% | $2,940-28.1% | $2,551-17.1% |
| Participant deferral / active EE | $4,812 | $3,972+21.1% | $4,917-2.1% | $4,139+16.2% |
| Admin fee / account holder | $14,014 | $10,249+36.7% | $12,439+12.7% | $7,234+93.7% |