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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 | $179,287 | $108,825+64.7% | $156,181+14.8% | $82,448+117.5% |
| Participation rate | 89.0% | 72.4%+16.7pp | 78.8%+10.2pp | 68.1%+21.0pp |
| Annual return | 13.14% | 20.59%-7.4pp | 64.87%-51.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,783 | $2,870-3.0% | $4,294-35.2% | $2,551+9.1% |
| Participant deferral / active EE | $6,526 | $4,577+42.6% | $6,132+6.4% | $4,139+57.7% |
| Admin fee / account holder | $7,896 | $9,341-15.5% | $14,586-45.9% | $7,234+9.2% |