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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 | $121,276 | $104,098+16.5% | $140,514-13.7% | $94,015+29.0% |
| Participation rate | 89.8% | 73.7%+16.1pp | 77.8%+12.0pp | 70.8%+19.0pp |
| Annual return | 29.55% | 15.14%+14.4pp | 14.36%+15.2pp | 17.84%+11.7pp |
| Employer contribution / active EE | $2,808 | $2,388+17.6% | $3,378-16.9% | $2,790+0.7% |
| Participant deferral / active EE | $5,871 | $4,033+45.6% | $4,919+19.4% | $4,249+38.2% |
| Admin fee / account holder | $1,911 | $10,439-81.7% | $13,697-86.1% | $8,951-78.7% |