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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 | $69,766 | $52,580+32.7% | $71,671-2.7% | $70,126-0.5% |
| Participation rate | 87.5% | 60.9%+26.6pp | 68.7%+18.8pp | 69.5%+18.0pp |
| Annual return | 22.31% | 20.25%+2.1pp | 20.65%+1.7pp | 73.15%-50.8pp |
| Employer contribution / active EE | $3,704 | $1,616+129.3% | $2,460+50.6% | $2,343+58.1% |
| Participant deferral / active EE | $5,131 | $2,386+115.0% | $3,438+49.2% | $3,332+54.0% |
| Admin fee / account holder | $4,276 | $3,653+17.1% | $5,558-23.1% | $4,645-8.0% |