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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 | $165,548 | $86,940+90.4% | $102,434+61.6% | $80,935+104.5% |
| Participation rate | 90.6% | 72.4%+18.2pp | 76.5%+14.1pp | 67.7%+23.0pp |
| Annual return | 15.10% | 18.89%-3.8pp | 29.46%-14.4pp | 35.66%-20.6pp |
| Employer contribution / active EE | $3,708 | $2,370+56.5% | $3,023+22.6% | $2,757+34.5% |
| Participant deferral / active EE | $11,057 | $4,121+168.3% | $5,055+118.7% | $4,299+157.2% |
| Admin fee / account holder | $2,581 | $8,047-67.9% | $9,462-72.7% | $6,924-62.7% |