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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 | $122,860 | $56,894+115.9% | $84,753+45.0% | $62,881+95.4% |
| Participation rate | 78.7% | 68.5%+10.2pp | 76.6%+2.1pp | 69.3%+9.4pp |
| Annual return | 8.87% | 6.30%+2.6pp | 22.78%-13.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $5,082 | $2,400+111.8% | $3,574+42.2% | $2,281+122.8% |
| Participant deferral / active EE | $3,946 | $2,709+45.7% | $3,712+6.3% | $3,203+23.2% |
| Admin fee / account holder | $2,691 | $3,581-24.9% | $5,333-49.5% | $4,296-37.4% |