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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 | $169,918 | $101,798+66.9% | $165,071+2.9% | $80,935+109.9% |
| Participation rate | 90.2% | 71.8%+18.3pp | 78.6%+11.5pp | 67.7%+22.5pp |
| Annual return | 14.04% | 16.73%-2.7pp | 70.17%-56.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,393 | $2,954-52.8% | $4,347-67.9% | $2,757-49.5% |
| Participant deferral / active EE | $4,465 | $4,476-0.2% | $6,035-26.0% | $4,299+3.9% |
| Admin fee / account holder | $2,260 | $8,221-72.5% | $12,695-82.2% | $6,924-67.4% |