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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 | $243,781 | $138,385+76.2% | $184,243+32.3% | $80,925+201.2% |
| Participation rate | 93.3% | 83.9%+9.4pp | 86.8%+6.5pp | 67.7%+25.7pp |
| Annual return | 17.24% | 20.02%-2.8pp | 28.82%-11.6pp | 35.65%-18.4pp |
| Employer contribution / active EE | $4,998 | $4,851+3.0% | $6,427-22.2% | $2,756+81.3% |
| Participant deferral / active EE | $9,108 | $7,075+28.7% | $9,132-0.3% | $4,299+111.9% |
| Admin fee / account holder | $6,169 | $10,489-41.2% | $13,914-55.7% | $6,940-11.1% |