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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 | $175,489 | $86,949+101.8% | $102,460+71.3% | $80,959+116.8% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.7%+10.1pp |
| Annual return | 11.20% | 18.89%-7.7pp | 29.47%-18.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $3,504 | $2,370+47.9% | $3,025+15.8% | $2,757+27.1% |
| Participant deferral / active EE | $5,815 | $4,121+41.1% | $5,056+15.0% | $4,300+35.2% |
| Admin fee / account holder | $2,829 | $8,048-64.8% | $9,460-70.1% | $6,925-59.1% |