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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 | $125,500 | $101,778+23.3% | $164,975-23.9% | $80,925+55.1% |
| Participation rate | 97.1% | 71.8%+25.2pp | 78.6%+18.4pp | 67.7%+29.4pp |
| Annual return | 14.16% | 16.73%-2.6pp | 70.12%-56.0pp | 35.65%-21.5pp |
| Employer contribution / active EE | $2,939 | $2,954-0.5% | $4,343-32.3% | $2,756+6.6% |
| Participant deferral / active EE | $8,211 | $4,477+83.4% | $6,033+36.1% | $4,299+91.0% |
| Admin fee / account holder | $19,151 | $8,221+132.9% | $12,688+50.9% | $6,940+175.9% |