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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 | $144,663 | $106,749+35.5% | $145,433-0.5% | $82,448+75.5% |
| Participation rate | 93.1% | 75.6%+17.5pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 18.57% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $4,261 | $3,444+23.7% | $4,554-6.4% | $2,551+67.0% |
| Participant deferral / active EE | $12,232 | $6,519+87.7% | $7,897+54.9% | $4,139+195.5% |
| Admin fee / account holder | $1,964 | $8,390-76.6% | $13,129-85.0% | $7,234-72.9% |