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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 | $144,526 | $73,978+95.4% | $96,515+49.7% | $75,173+92.3% |
| Participation rate | 73.1% | 66.4%+6.6pp | 74.3%-1.3pp | 67.2%+5.9pp |
| Annual return | 15.07% | 26.72%-11.7pp | 35.73%-20.7pp | 160.72%-145.6pp |
| Employer contribution / active EE | $3,718 | $2,931+26.9% | $3,740-0.6% | $2,671+39.2% |
| Participant deferral / active EE | $6,564 | $3,660+79.3% | $4,880+34.5% | $4,126+59.1% |
| Admin fee / account holder | $47,328 | $5,219+806.9% | $6,735+602.7% | $5,651+737.6% |