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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 | $201,302 | $154,228+30.5% | $145,433+38.4% | $137,256+46.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.77% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,839 | $4,804-40.9% | $4,554-37.7% | $4,156-31.7% |
| Participant deferral / active EE | $6,673 | $8,216-18.8% | $7,897-15.5% | $6,407+4.2% |
| Admin fee / account holder | $1,856 | $14,344-87.1% | $13,129-85.9% | $12,270-84.9% |