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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 | $181,738 | $80,983+124.4% | $96,544+88.2% | $75,177+141.7% |
| Participation rate | 76.7% | 71.8%+4.9pp | 76.0%+0.7pp | 67.2%+9.5pp |
| Annual return | 15.39% | 27.05%-11.7pp | 25.88%-10.5pp | 160.75%-145.4pp |
| Employer contribution / active EE | $3,445 | $2,282+50.9% | $2,966+16.1% | $2,671+29.0% |
| Participant deferral / active EE | $7,052 | $3,929+79.5% | $4,851+45.4% | $4,126+70.9% |
| Admin fee / account holder | $5,208 | $6,717-22.5% | $8,254-36.9% | $5,651-7.8% |