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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 | $207,028 | $81,446+154.2% | $103,374+100.3% | $80,874+156.0% |
| Participation rate | 75.9% | 66.9%+9.0pp | 74.5%+1.4pp | 67.6%+8.2pp |
| Annual return | 16.17% | 25.57%-9.4pp | 24.89%-8.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $3,185 | $3,107+2.5% | $3,869-17.7% | $2,756+15.6% |
| Participant deferral / active EE | $6,173 | $3,870+59.5% | $5,058+22.1% | $4,297+43.7% |
| Admin fee / account holder | $1,460 | $6,715-78.3% | $8,394-82.6% | $6,935-78.9% |