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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 | $206,293 | $136,860+50.7% | $120,344+71.4% | $154,746+33.3% |
| Participation rate | 85.0% | 79.9%+5.1pp | 76.7%+8.3pp | 80.7%+4.3pp |
| Annual return | 15.87% | 21.38%-5.5pp | 20.30%-4.4pp | 172.34%-156.5pp |
| Employer contribution / active EE | $2,544 | $3,533-28.0% | $3,020-15.8% | $4,379-41.9% |
| Participant deferral / active EE | $6,369 | $5,793+9.9% | $5,135+24.0% | $6,730-5.4% |
| Admin fee / account holder | $56,107 | $15,393+264.5% | $12,742+340.3% | $14,365+290.6% |