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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 | $142,318 | $78,013+82.4% | $178,449-20.2% | $80,911+75.9% |
| Participation rate | 92.5% | 65.7%+26.8pp | 77.1%+15.4pp | 67.6%+24.9pp |
| Annual return | 13.57% | 18.07%-4.5pp | 27.09%-13.5pp | 35.63%-22.1pp |
| Employer contribution / active EE | $4,607 | $2,287+101.4% | $3,951+16.6% | $2,756+67.2% |
| Participant deferral / active EE | $5,505 | $4,408+24.9% | $6,277-12.3% | $4,297+28.1% |
| Admin fee / account holder | $23,707 | $7,166+230.8% | $10,362+128.8% | $6,935+241.9% |