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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 | $101,553 | $73,988+37.3% | $96,538+5.2% | $75,177+35.1% |
| Participation rate | 91.9% | 66.4%+25.5pp | 74.3%+17.5pp | 67.2%+24.7pp |
| Annual return | 15.96% | 26.73%-10.8pp | 35.74%-19.8pp | 160.75%-144.8pp |
| Employer contribution / active EE | $8,114 | $2,930+176.9% | $3,740+116.9% | $2,671+203.8% |
| Participant deferral / active EE | $4,589 | $3,660+25.4% | $4,880-6.0% | $4,126+11.2% |
| Admin fee / account holder | $6,025 | $5,220+15.4% | $6,737-10.6% | $5,651+6.6% |