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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 | $207,134 | $146,267+41.6% | $197,124+5.1% | $82,448+151.2% |
| Participation rate | 93.5% | 84.0%+9.5pp | 86.7%+6.8pp | 68.1%+25.4pp |
| Annual return | 15.88% | 29.61%-13.7pp | 44.34%-28.5pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,851 | $4,723-18.5% | $6,227-38.2% | $2,551+51.0% |
| Participant deferral / active EE | $10,361 | $7,035+47.3% | $9,135+13.4% | $4,139+150.3% |
| Admin fee / account holder | $7,610 | $14,422-47.2% | $16,298-53.3% | $7,234+5.2% |