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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 | $131,790 | $95,453+38.1% | $112,040+17.6% | $82,448+59.8% |
| Participation rate | 91.0% | 72.8%+18.3pp | 76.5%+14.5pp | 68.1%+22.9pp |
| Annual return | 16.59% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $5,824 | $2,318+151.3% | $2,954+97.1% | $2,551+128.3% |
| Participant deferral / active EE | $7,344 | $4,224+73.9% | $5,098+44.1% | $4,139+77.4% |
| Admin fee / account holder | $8,574 | $9,013-4.9% | $12,098-29.1% | $7,234+18.5% |