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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 | $164,213 | $81,947+100.4% | $105,387+55.8% | $72,976+125.0% |
| Participation rate | 92.0% | 76.5%+15.5pp | 82.6%+9.4pp | 69.5%+22.5pp |
| Annual return | 19.61% | 42.90%-23.3pp | 26.82%-7.2pp | 81.02%-61.4pp |
| Employer contribution / active EE | $4,389 | $3,468+26.6% | $4,213+4.2% | $2,440+79.9% |
| Participant deferral / active EE | $5,077 | $4,494+13.0% | $5,502-7.7% | $3,608+40.7% |
| Admin fee / account holder | $2,233 | $6,258-64.3% | $6,559-66.0% | $5,124-56.4% |