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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 | $108,825+51.4% | $156,181+5.5% | $82,448+99.8% |
| Participation rate | 75.8% | 72.4%+3.4pp | 78.8%-3.1pp | 68.1%+7.7pp |
| Annual return | 15.82% | 20.59%-4.8pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,499 | $2,870-12.9% | $4,294-41.8% | $2,551-2.0% |
| Participant deferral / active EE | $4,514 | $4,577-1.4% | $6,132-26.4% | $4,139+9.0% |
| Admin fee / account holder | $2,075 | $9,341-77.8% | $14,586-85.8% | $7,234-71.3% |