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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 | $172,712 | $86,050+100.7% | $189,758-9.0% | $94,015+83.7% |
| Participation rate | 73.1% | 68.9%+4.2pp | 79.8%-6.7pp | 70.8%+2.3pp |
| Annual return | 16.96% | 17.77%-0.8pp | 52.62%-35.7pp | 17.84%-0.9pp |
| Employer contribution / active EE | $6,995 | $2,819+148.1% | $4,767+46.7% | $2,790+150.7% |
| Participant deferral / active EE | $6,592 | $3,349+96.9% | $5,856+12.6% | $4,249+55.1% |
| Admin fee / account holder | $15,381 | $6,627+132.1% | $20,388-24.6% | $8,951+71.8% |