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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 | $113,311 | $76,551+48.0% | $123,894-8.5% | $62,881+80.2% |
| Participation rate | 81.5% | 73.0%+8.5pp | 81.4%+0.1pp | 69.3%+12.2pp |
| Annual return | 7.49% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $4,165 | $2,882+44.5% | $4,617-9.8% | $2,281+82.6% |
| Participant deferral / active EE | $8,949 | $4,840+84.9% | $5,984+49.6% | $3,203+179.4% |
| Admin fee / account holder | $5,983 | $4,826+24.0% | $8,357-28.4% | $4,296+39.3% |