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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 | $163,876 | $145,431+12.7% | $211,142-22.4% | $87,485+87.3% |
| Participation rate | 80.6% | 84.7%-4.2pp | 87.3%-6.7pp | 68.9%+11.6pp |
| Annual return | 21.52% | 27.21%-5.7pp | 46.84%-25.3pp | 26.06%-4.5pp |
| Employer contribution / active EE | $5,281 | $4,662+13.3% | $6,442-18.0% | $2,596+103.4% |
| Participant deferral / active EE | $16,242 | $6,859+136.8% | $9,284+74.9% | $4,274+280.1% |
| Admin fee / account holder | $121,482 | $17,052+612.4% | $19,076+536.8% | $7,775+1462.5% |