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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 | $152,057 | $81,276+87.1% | $155,574-2.3% | $80,925+87.9% |
| Participation rate | 98.2% | 66.2%+32.0pp | 78.2%+20.0pp | 67.7%+30.6pp |
| Annual return | 18.09% | 33.36%-15.3pp | 64.87%-46.8pp | 35.65%-17.6pp |
| Employer contribution / active EE | $3,715 | $3,103+19.7% | $4,676-20.6% | $2,756+34.8% |
| Participant deferral / active EE | $3,942 | $3,453+14.2% | $5,629-30.0% | $4,299-8.3% |
| Admin fee / account holder | $6,406 | $7,993-19.9% | $15,914-59.7% | $6,940-7.7% |