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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 | $108,008 | $57,073+89.2% | $85,126+26.9% | $80,925+33.5% |
| Participation rate | 83.1% | 56.4%+26.7pp | 67.5%+15.6pp | 67.7%+15.4pp |
| Annual return | 14.75% | 21.69%-6.9pp | 66.63%-51.9pp | 35.65%-20.9pp |
| Employer contribution / active EE | $3,277 | $1,801+82.0% | $2,731+20.0% | $2,756+18.9% |
| Participant deferral / active EE | $6,864 | $3,113+120.5% | $4,523+51.8% | $4,299+59.7% |
| Admin fee / account holder | $11,989 | $4,988+140.4% | $6,160+94.6% | $6,940+72.7% |