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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 | $163,184 | $146,267+11.6% | $197,124-17.2% | $82,448+97.9% |
| Participation rate | 92.2% | 84.0%+8.1pp | 86.7%+5.4pp | 68.1%+24.1pp |
| Annual return | 15.82% | 29.61%-13.8pp | 44.34%-28.5pp | 41.64%-25.8pp |
| Employer contribution / active EE | $7,154 | $4,723+51.5% | $6,227+14.9% | $2,551+180.4% |
| Participant deferral / active EE | $6,389 | $7,035-9.2% | $9,135-30.1% | $4,139+54.3% |
| Admin fee / account holder | $8,032 | $14,422-44.3% | $16,298-50.7% | $7,234+11.0% |