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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 | $109,503 | $57,590+90.1% | $86,233+27.0% | $82,448+32.8% |
| Participation rate | 76.5% | 57.9%+18.6pp | 69.0%+7.5pp | 68.1%+8.4pp |
| Annual return | 15.73% | 22.41%-6.7pp | 61.39%-45.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,466 | $1,655+49.0% | $2,504-1.5% | $2,551-3.3% |
| Participant deferral / active EE | $6,607 | $3,080+114.5% | $4,559+44.9% | $4,139+59.6% |
| Admin fee / account holder | $5,933 | $4,730+25.4% | $8,342-28.9% | $7,234-18.0% |