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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 | $132,864 | $72,273+83.8% | $101,275+31.2% | $79,856+66.4% |
| Participation rate | 79.1% | 68.5%+10.6pp | 75.8%+3.3pp | 69.6%+9.4pp |
| Annual return | 16.23% | 22.30%-6.1pp | 46.48%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,068 | $2,691-23.2% | $3,660-43.5% | $2,471-16.3% |
| Participant deferral / active EE | $4,852 | $3,282+47.9% | $4,371+11.0% | $3,741+29.7% |
| Admin fee / account holder | $5,891 | $4,401+33.8% | $5,948-1.0% | $5,306+11.0% |