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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 | $119,170 | $57,828+106.1% | $117,039+1.8% | $70,126+69.9% |
| Participation rate | 87.8% | 67.1%+20.6pp | 77.2%+10.6pp | 69.5%+18.2pp |
| Annual return | 17.08% | 17.55%-0.5pp | 18.95%-1.9pp | 73.15%-56.1pp |
| Employer contribution / active EE | $3,090 | $1,816+70.2% | $3,785-18.3% | $2,343+31.9% |
| Participant deferral / active EE | $4,062 | $2,438+66.6% | $3,929+3.4% | $3,332+21.9% |
| Admin fee / account holder | $6,575 | $3,548+85.3% | $5,974+10.1% | $4,645+41.5% |