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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 | $147,893 | $124,980+18.3% | $108,359+36.5% | $154,746-4.4% |
| Participation rate | 81.0% | 75.2%+5.8pp | 70.1%+10.8pp | 80.7%+0.3pp |
| Annual return | 14.70% | 45.00%-30.3pp | 36.89%-22.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,204 | $2,851-57.8% | $2,399-49.8% | $4,379-72.5% |
| Participant deferral / active EE | $3,572 | $4,743-24.7% | $4,137-13.7% | $6,730-46.9% |
| Admin fee / account holder | $2,620 | $11,502-77.2% | $9,741-73.1% | $14,365-81.8% |