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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 | $144,199 | $101,798+41.7% | $165,071-12.6% | $80,935+78.2% |
| Participation rate | 89.8% | 71.8%+18.0pp | 78.6%+11.2pp | 67.7%+22.1pp |
| Annual return | 15.82% | 16.73%-0.9pp | 70.17%-54.4pp | 35.66%-19.8pp |
| Employer contribution / active EE | $4,712 | $2,954+59.5% | $4,347+8.4% | $2,757+70.9% |
| Participant deferral / active EE | $9,371 | $4,476+109.3% | $6,035+55.3% | $4,299+118.0% |
| Admin fee / account holder | $5,976 | $8,221-27.3% | $12,695-52.9% | $6,924-13.7% |