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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 | $192,061 | $142,972+34.3% | $214,702-10.5% | $86,983+120.8% |
| Participation rate | 76.9% | 84.9%-7.9pp | 87.5%-10.5pp | 69.5%+7.4pp |
| Annual return | 19.62% | 18.49%+1.1pp | 54.55%-34.9pp | 25.83%-6.2pp |
| Employer contribution / active EE | $3,953 | $4,635-14.7% | $6,461-38.8% | $2,584+52.9% |
| Participant deferral / active EE | $7,496 | $6,568+14.1% | $9,147-18.1% | $4,194+78.7% |
| Admin fee / account holder | $3,619 | $17,617-79.5% | $19,830-81.7% | $7,856-53.9% |