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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 | $177,799 | $101,795+74.7% | $165,100+7.7% | $80,959+119.6% |
| Participation rate | 73.3% | 71.8%+1.5pp | 78.6%-5.3pp | 67.7%+5.7pp |
| Annual return | 15.51% | 16.73%-1.2pp | 70.21%-54.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $1,847 | $2,954-37.5% | $4,348-57.5% | $2,757-33.0% |
| Participant deferral / active EE | $6,005 | $4,476+34.2% | $6,035-0.5% | $4,300+39.6% |
| Admin fee / account holder | $4,209 | $8,221-48.8% | $12,696-66.8% | $6,925-39.2% |