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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 | $164,654 | $76,407+115.5% | $150,298+9.6% | $82,448+99.7% |
| Participation rate | 87.1% | 66.4%+20.7pp | 77.8%+9.3pp | 68.1%+19.0pp |
| Annual return | 16.56% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,100 | $2,614-19.7% | $4,154-49.5% | $2,551-17.7% |
| Participant deferral / active EE | $5,508 | $3,214+71.3% | $5,453+1.0% | $4,139+33.1% |
| Admin fee / account holder | $2,447 | $6,352-61.5% | $14,116-82.7% | $7,234-66.2% |