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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 | $110,434 | $81,504+35.5% | $102,437+7.8% | $80,959+36.4% |
| Participation rate | 90.5% | 66.9%+23.6pp | 74.5%+16.0pp | 67.7%+22.8pp |
| Annual return | 11.29% | 25.60%-14.3pp | 24.95%-13.7pp | 35.67%-24.4pp |
| Employer contribution / active EE | $4,453 | $3,104+43.5% | $3,871+15.0% | $2,757+61.5% |
| Participant deferral / active EE | $6,537 | $3,871+68.9% | $5,060+29.2% | $4,300+52.0% |
| Admin fee / account holder | $23,084 | $6,719+243.5% | $8,388+175.2% | $6,925+233.3% |