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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 | $111,412 | $76,551+45.5% | $123,894-10.1% | $62,881+77.2% |
| Participation rate | 98.1% | 73.0%+25.2pp | 81.4%+16.7pp | 69.3%+28.8pp |
| Annual return | 8.19% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $3,138 | $2,882+8.9% | $4,617-32.0% | $2,281+37.6% |
| Participant deferral / active EE | $6,371 | $4,840+31.6% | $5,984+6.5% | $3,203+98.9% |
| Admin fee / account holder | $7,206 | $4,826+49.3% | $8,357-13.8% | $4,296+67.7% |