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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 | $139,515 | $86,949+60.5% | $102,460+36.2% | $80,959+72.3% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.7%+25.4pp |
| Annual return | 16.18% | 18.89%-2.7pp | 29.47%-13.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $2,281 | $2,370-3.8% | $3,025-24.6% | $2,757-17.3% |
| Participant deferral / active EE | $6,450 | $4,121+56.5% | $5,056+27.6% | $4,300+50.0% |
| Admin fee / account holder | $16,604 | $8,048+106.3% | $9,460+75.5% | $6,925+139.8% |