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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 | $157,772 | $67,602+133.4% | $82,312+91.7% | $70,126+125.0% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+6.9pp |
| Annual return | 16.64% | 21.57%-4.9pp | 25.88%-9.2pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,755 | $1,7550% | $2,428-27.7% | $2,343-25.1% |
| Participant deferral / active EE | $4,461 | $2,987+49.4% | $3,706+20.4% | $3,332+33.9% |
| Admin fee / account holder | $1,891 | $4,512-58.1% | $5,608-66.3% | $4,645-59.3% |