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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 | $98,899 | $87,834+12.6% | $133,975-26.2% | $62,881+57.3% |
| Participation rate | 96.8% | 83.4%+13.4pp | 87.1%+9.7pp | 69.3%+27.5pp |
| Annual return | 6.28% | 12.05%-5.8pp | 29.29%-23.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,968 | $3,482+13.9% | $5,211-23.9% | $2,281+74.0% |
| Participant deferral / active EE | $8,278 | $4,812+72.1% | $6,282+31.8% | $3,203+158.5% |
| Admin fee / account holder | $20,853 | $5,372+288.1% | $9,324+123.6% | $4,296+385.4% |