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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 | $80,307 | $72,486+10.8% | $87,103-7.8% | $72,976+10.0% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.9%+17.1pp | 69.5%+24.5pp |
| Annual return | 19.90% | 24.46%-4.6pp | 28.19%-8.3pp | 81.02%-61.1pp |
| Employer contribution / active EE | $3,246 | $1,894+71.4% | $2,521+28.7% | $2,440+33.0% |
| Participant deferral / active EE | $3,819 | $3,270+16.8% | $4,049-5.7% | $3,608+5.9% |
| Admin fee / account holder | $10,191 | $5,055+101.6% | $7,491+36.0% | $5,124+98.9% |