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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 | $195,527 | $126,661+54.4% | $113,397+72.4% | $138,895+40.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 13.99% | 25.05%-11.1pp | 23.20%-9.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $2,293 | $3,456-33.7% | $2,977-23.0% | $4,194-45.3% |
| Participant deferral / active EE | $12,246 | $5,693+115.1% | $5,076+141.2% | $6,396+91.5% |
| Admin fee / account holder | $19,016 | $14,549+30.7% | $11,957+59.0% | $12,562+51.4% |