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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 | $168,227 | $138,393+21.6% | $184,256-8.7% | $80,959+107.8% |
| Participation rate | 95.6% | 83.9%+11.7pp | 86.8%+8.7pp | 67.7%+27.9pp |
| Annual return | 17.34% | 20.01%-2.7pp | 28.85%-11.5pp | 35.67%-18.3pp |
| Employer contribution / active EE | $7,943 | $4,847+63.9% | $6,427+23.6% | $2,757+188.1% |
| Participant deferral / active EE | $10,285 | $7,076+45.3% | $9,133+12.6% | $4,300+139.2% |
| Admin fee / account holder | $1,082 | $10,489-89.7% | $13,899-92.2% | $6,925-84.4% |