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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 | $111,329 | $95,404+16.7% | $113,397-1.8% | $82,637+34.7% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.5%+18.1pp | 68.1%+26.5pp |
| Annual return | 20.84% | 19.08%+1.8pp | 23.20%-2.4pp | 53.51%-32.7pp |
| Employer contribution / active EE | $1,560 | $2,307-32.4% | $2,977-47.6% | $2,552-38.9% |
| Participant deferral / active EE | $6,441 | $4,220+52.7% | $5,076+26.9% | $4,126+56.1% |
| Admin fee / account holder | $15,447 | $9,168+68.5% | $11,957+29.2% | $7,339+110.5% |