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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 | $191,311 | $101,798+87.9% | $165,071+15.9% | $80,935+136.4% |
| Participation rate | 90.7% | 71.8%+18.9pp | 78.6%+12.1pp | 67.7%+23.0pp |
| Annual return | 17.60% | 16.73%+0.9pp | 70.17%-52.6pp | 35.66%-18.1pp |
| Employer contribution / active EE | $3,059 | $2,954+3.5% | $4,347-29.6% | $2,757+11.0% |
| Participant deferral / active EE | $5,470 | $4,476+22.2% | $6,035-9.4% | $4,299+27.2% |
| Admin fee / account holder | $10,837 | $8,221+31.8% | $12,695-14.6% | $6,924+56.5% |