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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 | $194,942 | $102,609+90.0% | $98,090+98.7% | $138,895+40.4% |
| Participation rate | 80.0% | 82.8%-2.8pp | 81.5%-1.5pp | 79.9%+0.1pp |
| Annual return | 15.15% | 36.44%-21.3pp | 37.05%-21.9pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,613 | $3,867-32.4% | $3,606-27.5% | $4,194-37.7% |
| Participant deferral / active EE | $8,110 | $8,167-0.7% | $7,845+3.4% | $6,396+26.8% |
| Admin fee / account holder | $15,236 | $11,434+33.3% | $11,815+29.0% | $12,562+21.3% |