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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 | $141,812 | $96,558+46.9% | $80,977+75.1% | $273,972-48.2% |
| Participation rate | 94.7% | 79.1%+15.7pp | 75.8%+18.9pp | 83.0%+11.7pp |
| Annual return | 9.82% | 15.14%-5.3pp | 17.11%-7.3pp | 41.46%-31.6pp |
| Employer contribution / active EE | $7,993 | $4,869+64.2% | $3,715+115.2% | $4,869+64.2% |
| Participant deferral / active EE | $6,370 | $6,598-3.4% | $5,696+11.8% | $5,287+20.5% |
| Admin fee / account holder | $7,362 | $7,493-1.8% | $5,517+33.5% | $10,133-27.3% |