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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 | $143,443 | $136,860+4.8% | $120,344+19.2% | $154,746-7.3% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 14.56% | 21.38%-6.8pp | 20.30%-5.7pp | 172.34%-157.8pp |
| Employer contribution / active EE | $3,142 | $3,533-11.1% | $3,020+4.0% | $4,379-28.3% |
| Participant deferral / active EE | $6,082 | $5,793+5.0% | $5,135+18.4% | $6,730-9.6% |
| Admin fee / account holder | $8,006 | $15,393-48.0% | $12,742-37.2% | $14,365-44.3% |