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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 | $248,033 | $138,393+79.2% | $184,256+34.6% | $80,959+206.4% |
| Participation rate | 88.2% | 83.9%+4.3pp | 86.8%+1.4pp | 67.7%+20.6pp |
| Annual return | 13.86% | 20.01%-6.1pp | 28.85%-15.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $5,376 | $4,847+10.9% | $6,427-16.4% | $2,757+95.0% |
| Participant deferral / active EE | $3,581 | $7,076-49.4% | $9,133-60.8% | $4,300-16.7% |
| Admin fee / account holder | $11,910 | $10,489+13.5% | $13,899-14.3% | $6,925+72.0% |