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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 | $178,132 | $86,919+104.9% | $102,457+73.9% | $80,911+120.2% |
| Participation rate | 94.2% | 72.4%+21.8pp | 76.5%+17.7pp | 67.6%+26.6pp |
| Annual return | 21.19% | 18.90%+2.3pp | 29.41%-8.2pp | 35.63%-14.4pp |
| Employer contribution / active EE | $8,520 | $2,368+259.8% | $3,022+181.9% | $2,756+209.2% |
| Participant deferral / active EE | $7,519 | $4,119+82.5% | $5,054+48.8% | $4,297+75.0% |
| Admin fee / account holder | $5,501 | $8,049-31.7% | $9,451-41.8% | $6,935-20.7% |