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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 | $190,378 | $153,769+23.8% | $133,975+42.1% | $273,972-30.5% |
| Participation rate | 84.2% | 88.4%-4.2pp | 87.1%-2.9pp | 83.0%+1.2pp |
| Annual return | 5.18% | 36.51%-31.3pp | 29.29%-24.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $3,534 | $6,029-41.4% | $5,211-32.2% | $4,869-27.4% |
| Participant deferral / active EE | $7,984 | $6,958+14.7% | $6,282+27.1% | $5,287+51.0% |
| Admin fee / account holder | $35,591 | $11,765+202.5% | $9,324+281.7% | $10,133+251.3% |