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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 | $231,287 | $146,267+58.1% | $197,124+17.3% | $82,448+180.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 86.7%-11.7pp | 68.1%+6.9pp |
| Annual return | 15.03% | 29.61%-14.6pp | 44.34%-29.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,915 | $4,723-38.3% | $6,227-53.2% | $2,551+14.3% |
| Participant deferral / active EE | $7,474 | $7,035+6.2% | $9,135-18.2% | $4,139+80.6% |
| Admin fee / account holder | $614 | $14,422-95.7% | $16,298-96.2% | $7,234-91.5% |