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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 | $94,794 | $58,851+61.1% | $115,170-17.7% | $72,975+29.9% |
| Participation rate | 97.3% | 65.5%+31.8pp | 75.9%+21.4pp | 69.5%+27.8pp |
| Annual return | 22.21% | 23.16%-1.0pp | 35.60%-13.4pp | 81.01%-58.8pp |
| Employer contribution / active EE | $6,310 | $1,798+251.0% | $3,179+98.5% | $2,440+158.6% |
| Participant deferral / active EE | $4,627 | $2,643+75.1% | $4,169+11.0% | $3,608+28.3% |
| Admin fee / account holder | $5,212 | $6,370-18.2% | $7,089-26.5% | $5,124+1.7% |