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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 | $132,697 | $78,520+69.0% | $96,576+37.4% | $82,448+60.9% |
| Participation rate | 80.7% | 77.7%+3.0pp | 81.4%-0.7pp | 68.1%+12.7pp |
| Annual return | 17.33% | 41.30%-24.0pp | 38.47%-21.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $3,357 | $2,630+27.7% | $3,553-5.5% | $2,551+31.6% |
| Participant deferral / active EE | $10,105 | $6,754+49.6% | $7,956+27.0% | $4,139+144.1% |
| Admin fee / account holder | $6,358 | $13,455-52.7% | $11,381-44.1% | $7,234-12.1% |