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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 | $234,463 | $136,860+71.3% | $120,344+94.8% | $154,746+51.5% |
| Participation rate | 81.8% | 79.9%+1.9pp | 76.7%+5.1pp | 80.7%+1.1pp |
| Annual return | 14.15% | 21.38%-7.2pp | 20.30%-6.2pp | 172.34%-158.2pp |
| Employer contribution / active EE | $3,785 | $3,533+7.1% | $3,020+25.3% | $4,379-13.6% |
| Participant deferral / active EE | $8,657 | $5,793+49.4% | $5,135+68.6% | $6,730+28.6% |
| Admin fee / account holder | $15,617 | $15,393+1.5% | $12,742+22.6% | $14,365+8.7% |