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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 | $133,629 | $95,453+40.0% | $112,040+19.3% | $82,448+62.1% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.5%+21.0pp | 68.1%+29.4pp |
| Annual return | 16.76% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,963 | $2,318+71.0% | $2,954+34.1% | $2,551+55.3% |
| Participant deferral / active EE | $5,020 | $4,224+18.9% | $5,098-1.5% | $4,139+21.3% |
| Admin fee / account holder | $7,762 | $9,013-13.9% | $12,098-35.8% | $7,234+7.3% |