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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 | $129,426 | $76,551+69.1% | $123,894+4.5% | $62,881+105.8% |
| Participation rate | 97.1% | 73.0%+24.2pp | 81.4%+15.7pp | 69.3%+27.8pp |
| Annual return | 8.81% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,974 | $2,882+3.2% | $4,617-35.6% | $2,281+30.4% |
| Participant deferral / active EE | $6,779 | $4,840+40.1% | $5,984+13.3% | $3,203+111.6% |
| Admin fee / account holder | $9,466 | $4,826+96.2% | $8,357+13.3% | $4,296+120.4% |