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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 | $106,954 | $77,358+38.3% | $102,184+4.7% | $87,485+22.3% |
| Participation rate | 89.7% | 78.7%+11.0pp | 82.6%+7.1pp | 68.9%+20.7pp |
| Annual return | 15.96% | 41.11%-25.1pp | 31.58%-15.6pp | 26.06%-10.1pp |
| Employer contribution / active EE | $4,240 | $2,562+65.5% | $3,594+18.0% | $2,596+63.3% |
| Participant deferral / active EE | $8,325 | $6,753+23.3% | $8,309+0.2% | $4,274+94.8% |
| Admin fee / account holder | $6,553 | $6,809-3.8% | $11,609-43.6% | $7,775-15.7% |