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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 | $111,148 | $73,988+50.2% | $96,538+15.1% | $75,177+47.8% |
| Participation rate | 92.0% | 66.4%+25.6pp | 74.3%+17.7pp | 67.2%+24.8pp |
| Annual return | 18.05% | 26.73%-8.7pp | 35.74%-17.7pp | 160.75%-142.7pp |
| Employer contribution / active EE | $3,436 | $2,930+17.2% | $3,740-8.1% | $2,671+28.6% |
| Participant deferral / active EE | $4,787 | $3,660+30.8% | $4,880-1.9% | $4,126+16.0% |
| Admin fee / account holder | $5,890 | $5,220+12.8% | $6,737-12.6% | $5,651+4.2% |