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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 | $142,530 | $73,978+92.7% | $96,515+47.7% | $75,173+89.6% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 17.95% | 26.72%-8.8pp | 35.73%-17.8pp | 160.72%-142.8pp |
| Employer contribution / active EE | $2,203 | $2,931-24.8% | $3,740-41.1% | $2,671-17.5% |
| Participant deferral / active EE | $2,803 | $3,660-23.4% | $4,880-42.6% | $4,126-32.1% |
| Admin fee / account holder | $5,604 | $5,219+7.4% | $6,735-16.8% | $5,651-0.8% |