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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 | $162,169 | $106,864+51.8% | $147,318+10.1% | $82,637+96.2% |
| Participation rate | 96.8% | 75.5%+21.3pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 14.91% | 27.49%-12.6pp | 70.43%-55.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $4,595 | $3,417+34.5% | $4,5930% | $2,552+80.0% |
| Participant deferral / active EE | $7,433 | $6,496+14.4% | $7,906-6.0% | $4,126+80.1% |
| Admin fee / account holder | $6,261 | $8,415-25.6% | $13,708-54.3% | $7,339-14.7% |