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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 | $172,886 | $80,983+113.5% | $96,544+79.1% | $75,177+130.0% |
| Participation rate | 92.6% | 71.8%+20.8pp | 76.0%+16.6pp | 67.2%+25.4pp |
| Annual return | 19.35% | 27.05%-7.7pp | 25.88%-6.5pp | 160.75%-141.4pp |
| Employer contribution / active EE | $2,262 | $2,282-0.9% | $2,966-23.7% | $2,671-15.3% |
| Participant deferral / active EE | $13,060 | $3,929+232.4% | $4,851+169.2% | $4,126+216.5% |
| Admin fee / account holder | $2,493 | $6,717-62.9% | $8,254-69.8% | $5,651-55.9% |