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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 | $162,327 | $100,194+62.0% | $122,979+32.0% | $86,983+86.6% |
| Participation rate | 71.4% | 73.0%-1.5pp | 77.2%-5.8pp | 69.5%+1.9pp |
| Annual return | 14.02% | 16.47%-2.5pp | 20.12%-6.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $4,230 | $2,326+81.9% | $3,062+38.1% | $2,584+63.7% |
| Participant deferral / active EE | $8,742 | $4,133+111.5% | $5,003+74.7% | $4,194+108.5% |
| Admin fee / account holder | $7,373 | $10,148-27.3% | $12,864-42.7% | $7,856-6.2% |