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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 | $146,895 | $81,446+80.4% | $103,374+42.1% | $80,874+81.6% |
| Participation rate | 73.1% | 66.9%+6.2pp | 74.5%-1.4pp | 67.6%+5.4pp |
| Annual return | 18.85% | 25.57%-6.7pp | 24.89%-6.0pp | 35.62%-16.8pp |
| Employer contribution / active EE | $2,921 | $3,107-6.0% | $3,869-24.5% | $2,756+6.0% |
| Participant deferral / active EE | $6,064 | $3,870+56.7% | $5,058+19.9% | $4,297+41.1% |
| Admin fee / account holder | $6,602 | $6,715-1.7% | $8,394-21.3% | $6,935-4.8% |