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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 | $137,860 | $81,446+69.3% | $103,374+33.4% | $80,874+70.5% |
| Participation rate | 73.1% | 66.9%+6.2pp | 74.5%-1.4pp | 67.6%+5.4pp |
| Annual return | 15.87% | 25.57%-9.7pp | 24.89%-9.0pp | 35.62%-19.7pp |
| Employer contribution / active EE | $12,867 | $3,107+314.1% | $3,869+232.5% | $2,756+366.9% |
| Participant deferral / active EE | $8,071 | $3,870+108.6% | $5,058+59.6% | $4,297+87.8% |
| Admin fee / account holder | $3,721 | $6,715-44.6% | $8,394-55.7% | $6,935-46.3% |