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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 | $153,999 | $67,602+127.8% | $82,312+87.1% | $70,126+119.6% |
| Participation rate | 81.3% | 72.8%+8.5pp | 76.9%+4.4pp | 69.5%+11.7pp |
| Annual return | 16.68% | 21.57%-4.9pp | 25.88%-9.2pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,842 | $1,755+4.9% | $2,428-24.2% | $2,343-21.4% |
| Participant deferral / active EE | $6,123 | $2,987+105.0% | $3,706+65.2% | $3,332+83.8% |
| Admin fee / account holder | $6,048 | $4,512+34.1% | $5,608+7.9% | $4,645+30.2% |