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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 | $138,626 | $77,962+77.8% | $178,540-22.4% | $80,935+71.3% |
| Participation rate | 90.0% | 65.7%+24.3pp | 77.1%+12.9pp | 67.7%+22.3pp |
| Annual return | 23.26% | 18.10%+5.2pp | 27.15%-3.9pp | 35.66%-12.4pp |
| Employer contribution / active EE | $4,043 | $2,280+77.3% | $3,953+2.3% | $2,757+46.7% |
| Participant deferral / active EE | $9,502 | $4,404+115.8% | $6,281+51.3% | $4,299+121.0% |
| Admin fee / account holder | $2,710 | $7,156-62.1% | $10,424-74.0% | $6,924-60.9% |