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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 | $130,355 | $77,896+67.3% | $134,172-2.8% | $82,448+58.1% |
| Participation rate | 79.7% | 62.8%+16.9pp | 72.5%+7.3pp | 68.1%+11.7pp |
| Annual return | 17.24% | 18.21%-1.0pp | 25.30%-8.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $4,534 | $2,159+110.0% | $3,420+32.6% | $2,551+77.7% |
| Participant deferral / active EE | $11,643 | $3,162+268.2% | $4,690+148.2% | $4,139+181.3% |
| Admin fee / account holder | $9,409 | $6,336+48.5% | $12,016-21.7% | $7,234+30.1% |