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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 | $174,913 | $86,949+101.2% | $102,460+70.7% | $80,959+116.1% |
| Participation rate | 83.7% | 72.4%+11.3pp | 76.5%+7.2pp | 67.7%+16.1pp |
| Annual return | 21.49% | 18.89%+2.6pp | 29.47%-8.0pp | 35.67%-14.2pp |
| Employer contribution / active EE | $3,570 | $2,370+50.6% | $3,025+18.0% | $2,757+29.5% |
| Participant deferral / active EE | $6,503 | $4,121+57.8% | $5,056+28.6% | $4,300+51.2% |
| Admin fee / account holder | $2,450 | $8,048-69.6% | $9,460-74.1% | $6,925-64.6% |