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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 | $156,889 | $101,778+54.1% | $164,975-4.9% | $80,925+93.9% |
| Participation rate | 86.0% | 71.8%+14.2pp | 78.6%+7.4pp | 67.7%+18.4pp |
| Annual return | 12.65% | 16.73%-4.1pp | 70.12%-57.5pp | 35.65%-23.0pp |
| Employer contribution / active EE | $4,690 | $2,954+58.8% | $4,343+8.0% | $2,756+70.2% |
| Participant deferral / active EE | $8,680 | $4,477+93.9% | $6,033+43.9% | $4,299+101.9% |
| Admin fee / account holder | $760 | $8,221-90.8% | $12,688-94.0% | $6,940-89.0% |