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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 | $152,541 | $86,919+75.5% | $102,457+48.9% | $80,911+88.5% |
| Participation rate | 79.2% | 72.4%+6.8pp | 76.5%+2.7pp | 67.6%+11.5pp |
| Annual return | 16.56% | 18.90%-2.3pp | 29.41%-12.9pp | 35.63%-19.1pp |
| Employer contribution / active EE | $2,086 | $2,368-11.9% | $3,022-31.0% | $2,756-24.3% |
| Participant deferral / active EE | $3,666 | $4,119-11.0% | $5,054-27.5% | $4,297-14.7% |
| Admin fee / account holder | $1,422 | $8,049-82.3% | $9,451-85.0% | $6,935-79.5% |