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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 | $144,821 | $76,371+89.6% | $93,621+54.7% | $72,975+98.5% |
| Participation rate | 83.8% | 71.8%+12.0pp | 75.8%+7.9pp | 69.5%+14.3pp |
| Annual return | 17.50% | 25.82%-8.3pp | 32.76%-15.3pp | 81.01%-63.5pp |
| Employer contribution / active EE | $2,899 | $2,276+27.4% | $2,719+6.6% | $2,440+18.8% |
| Participant deferral / active EE | $4,741 | $3,538+34.0% | $4,070+16.5% | $3,608+31.4% |
| Admin fee / account holder | $5,804 | $6,839-15.1% | $7,890-26.4% | $5,124+13.3% |