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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 | $114,825 | $95,404+20.4% | $113,397+1.3% | $82,637+39.0% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.5%+8.8pp | 68.1%+17.2pp |
| Annual return | 17.83% | 19.08%-1.3pp | 23.20%-5.4pp | 53.51%-35.7pp |
| Employer contribution / active EE | $3,406 | $2,307+47.7% | $2,977+14.4% | $2,552+33.5% |
| Participant deferral / active EE | $6,950 | $4,220+64.7% | $5,076+36.9% | $4,126+68.4% |
| Admin fee / account holder | $1,920 | $9,168-79.1% | $11,957-83.9% | $7,339-73.8% |