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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 | $181,581 | $117,337+54.8% | $197,507-8.1% | $122,131+48.7% |
| Participation rate | 95.2% | 75.4%+19.9pp | 80.2%+15.0pp | 75.1%+20.2pp |
| Annual return | 13.32% | 13.57%-0.2pp | -4.87%+18.2pp | 16.17%-2.8pp |
| Employer contribution / active EE | $4,324 | $2,217+95.0% | $4,728-8.6% | $3,608+19.9% |
| Participant deferral / active EE | $5,143 | $3,863+33.1% | $4,383+17.3% | $3,892+32.1% |
| Admin fee / account holder | $16,879 | $16,833+0.3% | $18,594-9.2% | $11,586+45.7% |