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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 | $105,674 | $54,757+93.0% | $90,304+17.0% | $72,975+44.8% |
| Participation rate | 94.3% | 65.2%+29.2pp | 73.3%+21.1pp | 69.5%+24.9pp |
| Annual return | 17.89% | 30.63%-12.7pp | 78.13%-60.2pp | 81.01%-63.1pp |
| Employer contribution / active EE | $3,433 | $2,093+64.0% | $2,855+20.3% | $2,440+40.7% |
| Participant deferral / active EE | $6,285 | $2,887+117.7% | $3,885+61.8% | $3,608+74.2% |
| Admin fee / account holder | $534 | $3,973-86.5% | $5,354-90.0% | $5,124-89.6% |