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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 | $107,401 | $72,273+48.6% | $101,275+6.0% | $79,856+34.5% |
| Participation rate | 91.4% | 68.5%+23.0pp | 75.8%+15.6pp | 69.6%+21.8pp |
| Annual return | 14.17% | 22.30%-8.1pp | 46.48%-32.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,006 | $2,691-25.4% | $3,660-45.2% | $2,471-18.8% |
| Participant deferral / active EE | $2,956 | $3,282-9.9% | $4,371-32.4% | $3,741-21.0% |
| Admin fee / account holder | $4,315 | $4,401-2.0% | $5,948-27.5% | $5,306-18.7% |