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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 | $157,637 | $78,690+100.3% | $161,489-2.4% | $87,485+80.2% |
| Participation rate | 76.9% | 67.5%+9.5pp | 78.7%-1.8pp | 68.9%+8.0pp |
| Annual return | 13.92% | 32.74%-18.8pp | 89.72%-75.8pp | 26.06%-12.1pp |
| Employer contribution / active EE | $2,629 | $2,588+1.6% | $4,268-38.4% | $2,596+1.3% |
| Participant deferral / active EE | $5,774 | $3,311+74.4% | $5,630+2.6% | $4,274+35.1% |
| Admin fee / account holder | $54,925 | $6,724+716.9% | $16,006+243.2% | $7,775+606.4% |