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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 | $158,967 | $77,492+105.1% | $100,398+58.3% | $80,911+96.5% |
| Participation rate | 83.9% | 76.9%+6.9pp | 81.5%+2.4pp | 67.6%+16.2pp |
| Annual return | 12.90% | 37.23%-24.3pp | 49.32%-36.4pp | 35.63%-22.7pp |
| Employer contribution / active EE | $3,108 | $2,800+11.0% | $3,946-21.2% | $2,756+12.8% |
| Participant deferral / active EE | $7,768 | $6,817+14.0% | $8,084-3.9% | $4,297+80.8% |
| Admin fee / account holder | $15,529 | $5,892+163.6% | $7,893+96.7% | $6,935+123.9% |