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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 | $191,647 | $167,415+14.5% | $140,514+36.4% | $198,609-3.5% |
| Participation rate | 83.3% | 80.9%+2.5pp | 77.8%+5.5pp | 82.4%+1.0pp |
| Annual return | 6.68% | 13.85%-7.2pp | 14.36%-7.7pp | 202.70%-196.0pp |
| Employer contribution / active EE | $2,096 | $4,088-48.7% | $3,378-38.0% | $5,055-58.5% |
| Participant deferral / active EE | $3,828 | $5,579-31.4% | $4,919-22.2% | $6,977-45.1% |
| Admin fee / account holder | $2,249 | $16,730-86.6% | $13,697-83.6% | $19,030-88.2% |