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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 | $105,441 | $78,423+34.5% | $95,964+9.9% | $79,856+32.0% |
| Participation rate | 92.6% | 73.5%+19.1pp | 77.1%+15.5pp | 69.6%+23.0pp |
| Annual return | 14.59% | 19.37%-4.8pp | 91.64%-77.1pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,613 | $1,945+34.3% | $2,541+2.8% | $2,471+5.7% |
| Participant deferral / active EE | $6,809 | $3,440+97.9% | $4,167+63.4% | $3,741+82.0% |
| Admin fee / account holder | $4,145 | $5,622-26.3% | $6,797-39.0% | $5,306-21.9% |