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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 | $135,581 | $88,672+52.9% | $105,223+28.9% | $82,448+64.4% |
| Participation rate | 72.5% | 67.9%+4.6pp | 75.0%-2.5pp | 68.1%+4.5pp |
| Annual return | 32.85% | 30.86%+2.0pp | 180.65%-147.8pp | 41.64%-8.8pp |
| Employer contribution / active EE | $2,673 | $3,048-12.3% | $3,689-27.5% | $2,551+4.8% |
| Participant deferral / active EE | $6,727 | $4,036+66.7% | $5,072+32.6% | $4,139+62.5% |
| Admin fee / account holder | $23,360 | $7,146+226.9% | $8,859+163.7% | $7,234+222.9% |