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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 | $120,349 | $123,793-2.8% | $177,840-32.3% | $79,852+50.7% |
| Participation rate | 83.8% | 84.7%-0.9pp | 87.7%-4.0pp | 69.6%+14.1pp |
| Annual return | 25.63% | 22.82%+2.8pp | 48.32%-22.7pp | 31.72%-6.1pp |
| Employer contribution / active EE | $6,191 | $4,095+51.2% | $5,919+4.6% | $2,471+150.5% |
| Participant deferral / active EE | $12,610 | $5,956+111.7% | $7,714+63.5% | $3,740+237.1% |
| Admin fee / account holder | $6,447 | $7,243-11.0% | $12,431-48.1% | $5,306+21.5% |