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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 | $93,266 | $78,520+18.8% | $96,576-3.4% | $82,448+13.1% |
| Participation rate | 98.6% | 77.7%+20.8pp | 81.4%+17.1pp | 68.1%+30.5pp |
| Annual return | 19.97% | 41.30%-21.3pp | 38.47%-18.5pp | 41.64%-21.7pp |
| Employer contribution / active EE | $5,200 | $2,630+97.8% | $3,553+46.3% | $2,551+103.8% |
| Participant deferral / active EE | $12,224 | $6,754+81.0% | $7,956+53.6% | $4,139+195.3% |
| Admin fee / account holder | $635 | $13,455-95.3% | $11,381-94.4% | $7,234-91.2% |