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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 | $194,555 | $181,896+7.0% | $156,551+24.3% | $273,972-29.0% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 7.64% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,719 | $6,248-72.5% | $5,501-68.8% | $4,869-64.7% |
| Participant deferral / active EE | $6,242 | $5,550+12.5% | $4,871+28.1% | $5,287+18.1% |
| Admin fee / account holder | $21,489 | $15,560+38.1% | $13,028+64.9% | $10,133+112.1% |