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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 | $95,290 | $57,119+66.8% | $85,187+11.9% | $80,935+17.7% |
| Participation rate | 74.1% | 56.4%+17.7pp | 67.5%+6.6pp | 67.7%+6.5pp |
| Annual return | 14.99% | 21.70%-6.7pp | 66.67%-51.7pp | 35.66%-20.7pp |
| Employer contribution / active EE | $3,858 | $1,802+114.2% | $2,732+41.2% | $2,757+40.0% |
| Participant deferral / active EE | $5,588 | $3,115+79.4% | $4,525+23.5% | $4,299+30.0% |
| Admin fee / account holder | $6,720 | $4,990+34.7% | $6,162+9.1% | $6,924-3.0% |