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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 | $192,809 | $145,431+32.6% | $211,142-8.7% | $87,485+120.4% |
| Participation rate | 82.1% | 84.7%-2.6pp | 87.3%-5.1pp | 68.9%+13.2pp |
| Annual return | 17.26% | 27.21%-10.0pp | 46.84%-29.6pp | 26.06%-8.8pp |
| Employer contribution / active EE | $6,835 | $4,662+46.6% | $6,442+6.1% | $2,596+163.3% |
| Participant deferral / active EE | $14,020 | $6,859+104.4% | $9,284+51.0% | $4,274+228.1% |
| Admin fee / account holder | $8,337 | $17,052-51.1% | $19,076-56.3% | $7,775+7.2% |