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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 | $137,178 | $106,749+28.5% | $145,433-5.7% | $82,448+66.4% |
| Participation rate | 73.1% | 75.6%-2.6pp | 82.1%-9.0pp | 68.1%+5.0pp |
| Annual return | 15.84% | 27.59%-11.8pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $5,253 | $3,444+52.5% | $4,554+15.3% | $2,551+105.9% |
| Participant deferral / active EE | $14,944 | $6,519+129.2% | $7,897+89.2% | $4,139+261.0% |
| Admin fee / account holder | $26,008 | $8,390+210.0% | $13,129+98.1% | $7,234+259.5% |