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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 | $116,669 | $57,828+101.8% | $117,039-0.3% | $70,131+66.4% |
| Participation rate | 92.0% | 67.1%+24.9pp | 77.2%+14.8pp | 69.5%+22.5pp |
| Annual return | 14.61% | 17.55%-2.9pp | 18.95%-4.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $9,730 | $1,816+435.8% | $3,785+157.1% | $2,342+315.4% |
| Participant deferral / active EE | $1,088 | $2,438-55.4% | $3,929-72.3% | $3,332-67.3% |
| Admin fee / account holder | $13,949 | $3,548+293.1% | $5,974+133.5% | $4,645+200.3% |