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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 | $179,505 | $72,027+149.2% | $185,861-3.4% | $79,856+124.8% |
| Participation rate | 75.0% | 65.8%+9.2pp | 78.0%-3.0pp | 69.6%+5.4pp |
| Annual return | 14.34% | 23.13%-8.8pp | 35.96%-21.6pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,734 | $1,965+39.1% | $4,088-33.1% | $2,471+10.6% |
| Participant deferral / active EE | $4,767 | $3,780+26.1% | $5,634-15.4% | $3,741+27.4% |
| Admin fee / account holder | $8,219 | $4,513+82.1% | $9,503-13.5% | $5,306+54.9% |