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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 | $137,373 | $126,661+8.5% | $113,397+21.1% | $138,895-1.1% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.5%+7.7pp | 79.9%+4.3pp |
| Annual return | 14.52% | 25.05%-10.5pp | 23.20%-8.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,246 | $3,456-35.0% | $2,977-24.6% | $4,194-46.5% |
| Participant deferral / active EE | $6,266 | $5,693+10.1% | $5,076+23.4% | $6,396-2.0% |
| Admin fee / account holder | $5,290 | $14,549-63.6% | $11,957-55.8% | $12,562-57.9% |