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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 | $113,693 | $58,848+93.2% | $88,179+28.9% | $82,637+37.6% |
| Participation rate | 80.8% | 57.9%+22.9pp | 69.1%+11.6pp | 68.1%+12.7pp |
| Annual return | 14.23% | 22.76%-8.5pp | 64.97%-50.7pp | 53.51%-39.3pp |
| Employer contribution / active EE | $2,708 | $1,678+61.3% | $2,549+6.2% | $2,552+6.1% |
| Participant deferral / active EE | $5,724 | $3,124+83.2% | $4,614+24.1% | $4,126+38.7% |
| Admin fee / account holder | $3,308 | $4,795-31.0% | $7,673-56.9% | $7,339-54.9% |