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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 | $180,925 | $106,524+69.8% | $152,301+18.8% | $87,485+106.8% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.4%+6.8pp | 68.9%+20.4pp |
| Annual return | 15.29% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $4,738 | $3,371+40.6% | $4,624+2.5% | $2,596+82.5% |
| Participant deferral / active EE | $12,719 | $6,525+94.9% | $8,004+58.9% | $4,274+197.6% |
| Admin fee / account holder | $17,744 | $8,287+114.1% | $14,398+23.2% | $7,775+128.2% |