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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 | $138,259 | $89,515+54.5% | $103,065+34.1% | $80,959+70.8% |
| Participation rate | 89.5% | 76.0%+13.5pp | 80.6%+8.9pp | 67.7%+21.8pp |
| Annual return | 13.84% | 22.82%-9.0pp | 23.95%-10.1pp | 35.67%-21.8pp |
| Employer contribution / active EE | $3,471 | $4,015-13.6% | $4,675-25.7% | $2,757+25.9% |
| Participant deferral / active EE | $11,702 | $5,463+114.2% | $6,625+76.6% | $4,300+172.1% |
| Admin fee / account holder | $4,518 | $6,527-30.8% | $9,349-51.7% | $6,925-34.8% |