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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 | $187,728 | $154,228+21.7% | $145,433+29.1% | $137,256+36.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.88% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,358 | $4,804-30.1% | $4,554-26.3% | $4,156-19.2% |
| Participant deferral / active EE | $7,677 | $8,216-6.6% | $7,897-2.8% | $6,407+19.8% |
| Admin fee / account holder | $8,128 | $14,344-43.3% | $13,129-38.1% | $12,270-33.8% |