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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 | $159,399 | $78,690+102.6% | $161,489-1.3% | $87,485+82.2% |
| Participation rate | 71.1% | 67.5%+3.6pp | 78.7%-7.6pp | 68.9%+2.2pp |
| Annual return | 21.86% | 32.74%-10.9pp | 89.72%-67.9pp | 26.06%-4.2pp |
| Employer contribution / active EE | $3,299 | $2,588+27.5% | $4,268-22.7% | $2,596+27.1% |
| Participant deferral / active EE | $6,007 | $3,311+81.4% | $5,630+6.7% | $4,274+40.6% |
| Admin fee / account holder | $23,253 | $6,724+245.8% | $16,006+45.3% | $7,775+199.1% |