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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 | $113,576 | $86,949+30.6% | $102,460+10.8% | $80,959+40.3% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.7%+13.8pp |
| Annual return | 21.93% | 18.89%+3.0pp | 29.47%-7.5pp | 35.67%-13.7pp |
| Employer contribution / active EE | $4,223 | $2,370+78.2% | $3,025+39.6% | $2,757+53.2% |
| Participant deferral / active EE | $8,386 | $4,121+103.5% | $5,056+65.9% | $4,300+95.0% |
| Admin fee / account holder | $24,572 | $8,048+205.3% | $9,460+159.7% | $6,925+254.8% |