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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 | $164,756 | $123,478+33.4% | $216,567-23.9% | $94,015+75.2% |
| Participation rate | 75.8% | 75.1%+0.6pp | 81.6%-5.9pp | 70.8%+4.9pp |
| Annual return | 15.82% | 23.61%-7.8pp | 12.94%+2.9pp | 17.84%-2.0pp |
| Employer contribution / active EE | $2,499 | $3,136-20.3% | $5,216-52.1% | $2,790-10.4% |
| Participant deferral / active EE | $4,514 | $4,556-0.9% | $6,191-27.1% | $4,249+6.2% |
| Admin fee / account holder | $2,075 | $12,753-83.7% | $21,981-90.6% | $8,951-76.8% |