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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 | $168,124 | $83,002+102.6% | $98,090+71.4% | $64,097+162.3% |
| Participation rate | 76.0% | 75.0%+1.0pp | 81.5%-5.5pp | 55.2%+20.8pp |
| Annual return | 18.01% | 38.51%-20.5pp | 37.05%-19.0pp | 34.64%-16.6pp |
| Employer contribution / active EE | $2,198 | $2,749-20.1% | $3,606-39.1% | $1,891+16.2% |
| Participant deferral / active EE | $9,339 | $6,787+37.6% | $7,845+19.0% | $3,080+203.2% |
| Admin fee / account holder | $8,627 | $3,015+186.2% | $11,815-27.0% | $3,454+149.7% |