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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 | $177,924 | $123,478+44.1% | $216,567-17.8% | $94,015+89.3% |
| Participation rate | 96.3% | 75.1%+21.2pp | 81.6%+14.7pp | 70.8%+25.5pp |
| Annual return | 12.26% | 23.61%-11.3pp | 12.94%-0.7pp | 17.84%-5.6pp |
| Employer contribution / active EE | $3,045 | $3,136-2.9% | $5,216-41.6% | $2,790+9.1% |
| Participant deferral / active EE | $7,056 | $4,556+54.9% | $6,191+14.0% | $4,249+66.0% |
| Admin fee / account holder | $23,735 | $12,753+86.1% | $21,981+8.0% | $8,951+165.2% |