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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 | $143,185 | $86,938+64.7% | $102,423+39.8% | $80,925+76.9% |
| Participation rate | 84.9% | 72.4%+12.6pp | 76.5%+8.4pp | 67.7%+17.3pp |
| Annual return | 18.11% | 18.89%-0.8pp | 29.42%-11.3pp | 35.65%-17.5pp |
| Employer contribution / active EE | $5,110 | $2,369+115.7% | $3,023+69.0% | $2,756+85.4% |
| Participant deferral / active EE | $6,574 | $4,120+59.6% | $5,054+30.1% | $4,299+52.9% |
| Admin fee / account holder | $8,886 | $8,053+10.4% | $9,455-6.0% | $6,940+28.0% |