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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 | $151,081 | $95,762+57.8% | $379,746-60.2% | $79,856+89.2% |
| Participation rate | 90.2% | 74.0%+16.2pp | 78.4%+11.8pp | 69.6%+20.6pp |
| Annual return | 15.17% | 18.26%-3.1pp | 34.90%-19.7pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,085 | $2,695-22.7% | $3,540-41.1% | $2,471-15.6% |
| Participant deferral / active EE | $7,719 | $4,705+64.1% | $6,024+28.1% | $3,741+106.3% |
| Admin fee / account holder | $23,361 | $6,745+246.4% | $7,927+194.7% | $5,306+340.2% |