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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 | $94,538 | $71,057+33.0% | $93,654+0.9% | $80,874+16.9% |
| Participation rate | 70.3% | 60.4%+9.9pp | 68.7%+1.5pp | 67.6%+2.6pp |
| Annual return | 12.38% | 11.26%+1.1pp | 133.34%-121.0pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,798 | $1,564+78.9% | $2,421+15.6% | $2,756+1.5% |
| Participant deferral / active EE | $5,203 | $4,034+29.0% | $4,413+17.9% | $4,297+21.1% |
| Admin fee / account holder | $3,168 | $6,944-54.4% | $8,282-61.7% | $6,935-54.3% |