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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 | $124,860 | $77,460+61.2% | $100,378+24.4% | $80,925+54.3% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.7%+12.3pp |
| Annual return | 14.19% | 37.24%-23.0pp | 49.41%-35.2pp | 35.65%-21.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,280 | $6,818+21.4% | $8,087+2.4% | $4,299+92.6% |
| Admin fee / account holder | $11,132 | $5,887+89.1% | $7,899+40.9% | $6,940+60.4% |