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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 | $114,633 | $73,978+55.0% | $96,515+18.8% | $75,173+52.5% |
| Participation rate | 73.1% | 66.4%+6.6pp | 74.3%-1.3pp | 67.2%+5.9pp |
| Annual return | 17.50% | 26.72%-9.2pp | 35.73%-18.2pp | 160.72%-143.2pp |
| Employer contribution / active EE | $3,592 | $2,931+22.6% | $3,740-3.9% | $2,671+34.5% |
| Participant deferral / active EE | $3,740 | $3,660+2.2% | $4,880-23.4% | $4,126-9.4% |
| Admin fee / account holder | $16,167 | $5,219+209.8% | $6,735+140.0% | $5,651+186.1% |