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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 | $134,842 | $106,749+26.3% | $145,433-7.3% | $82,448+63.5% |
| Participation rate | 89.4% | 75.6%+13.7pp | 82.1%+7.3pp | 68.1%+21.3pp |
| Annual return | 20.17% | 27.59%-7.4pp | 66.58%-46.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $7,831 | $3,444+127.4% | $4,554+71.9% | $2,551+207.0% |
| Participant deferral / active EE | $12,085 | $6,519+85.4% | $7,897+53.0% | $4,139+192.0% |
| Admin fee / account holder | $2,836 | $8,390-66.2% | $13,129-78.4% | $7,234-60.8% |