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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 | $125,487 | $106,524+17.8% | $152,301-17.6% | $87,485+43.4% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.4%+12.8pp | 68.9%+26.3pp |
| Annual return | 15.47% | 26.89%-11.4pp | 80.50%-65.0pp | 26.06%-10.6pp |
| Employer contribution / active EE | $5,875 | $3,371+74.3% | $4,624+27.0% | $2,596+126.3% |
| Participant deferral / active EE | $7,832 | $6,525+20.0% | $8,004-2.1% | $4,274+83.3% |
| Admin fee / account holder | $8,862 | $8,287+6.9% | $14,398-38.4% | $7,775+14.0% |