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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 | $148,200 | $81,358+82.2% | $155,556-4.7% | $80,959+83.1% |
| Participation rate | 89.3% | 66.3%+23.0pp | 78.2%+11.1pp | 67.7%+21.6pp |
| Annual return | 14.34% | 33.39%-19.0pp | 64.84%-50.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $3,257 | $3,106+4.9% | $4,675-30.3% | $2,757+18.1% |
| Participant deferral / active EE | $4,252 | $3,455+23.1% | $5,631-24.5% | $4,300-1.1% |
| Admin fee / account holder | $11,387 | $7,994+42.4% | $15,885-28.3% | $6,925+64.4% |