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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 | $176,622 | $86,919+103.2% | $102,457+72.4% | $80,911+118.3% |
| Participation rate | 84.6% | 72.4%+12.2pp | 76.5%+8.1pp | 67.6%+17.0pp |
| Annual return | 14.63% | 18.90%-4.3pp | 29.41%-14.8pp | 35.63%-21.0pp |
| Employer contribution / active EE | $2,971 | $2,368+25.5% | $3,022-1.7% | $2,756+7.8% |
| Participant deferral / active EE | $6,164 | $4,119+49.6% | $5,054+22.0% | $4,297+43.4% |
| Admin fee / account holder | $10,432 | $8,049+29.6% | $9,451+10.4% | $6,935+50.4% |