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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 | $92,473 | $58,627+57.7% | $76,735+20.5% | $82,448+12.2% |
| Participation rate | 96.4% | 63.2%+33.2pp | 69.5%+26.9pp | 68.1%+28.4pp |
| Annual return | 34.87% | 39.10%-4.2pp | 29.77%+5.1pp | 41.64%-6.8pp |
| Employer contribution / active EE | $7,424 | $1,729+329.3% | $2,454+202.5% | $2,551+191.0% |
| Participant deferral / active EE | $14,602 | $3,134+366.0% | $4,088+257.2% | $4,139+252.8% |
| Admin fee / account holder | $6,852 | $5,323+28.7% | $7,189-4.7% | $7,234-5.3% |