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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 | $189,601 | $101,798+86.3% | $165,071+14.9% | $80,935+134.3% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.7%+7.3pp |
| Annual return | 13.14% | 16.73%-3.6pp | 70.17%-57.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $2,917 | $2,954-1.3% | $4,347-32.9% | $2,757+5.8% |
| Participant deferral / active EE | $7,790 | $4,476+74.0% | $6,035+29.1% | $4,299+81.2% |
| Admin fee / account holder | $5,440 | $8,221-33.8% | $12,695-57.2% | $6,924-21.4% |