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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 | $160,536 | $77,896+106.1% | $134,172+19.6% | $82,448+94.7% |
| Participation rate | 96.6% | 62.8%+33.8pp | 72.5%+24.1pp | 68.1%+28.5pp |
| Annual return | 18.72% | 18.21%+0.5pp | 25.30%-6.6pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,525 | $2,159-29.4% | $3,420-55.4% | $2,551-40.2% |
| Participant deferral / active EE | $2,389 | $3,162-24.4% | $4,690-49.1% | $4,139-42.3% |
| Admin fee / account holder | $858 | $6,336-86.5% | $12,016-92.9% | $7,234-88.1% |