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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 | $206,974 | $135,956+52.2% | $123,894+67.1% | $273,972-24.5% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 6.82% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $3,163 | $5,170-38.8% | $4,617-31.5% | $4,869-35.0% |
| Participant deferral / active EE | $8,857 | $6,343+39.6% | $5,984+48.0% | $5,287+67.5% |
| Admin fee / account holder | $16,721 | $9,817+70.3% | $8,357+100.1% | $10,133+65.0% |