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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 | $149,408 | $115,903+28.9% | $100,528+48.6% | $158,966-6.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 22.70% | 34.80%-12.1pp | 30.90%-8.2pp | 302.95%-280.3pp |
| Employer contribution / active EE | $3,704 | $4,105-9.8% | $3,419+8.3% | $4,762-22.2% |
| Participant deferral / active EE | $22,641 | $6,677+239.1% | $6,271+261.0% | $5,983+278.4% |
| Admin fee / account holder | $2,307 | $11,000-79.0% | $8,084-71.5% | $11,250-79.5% |