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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 | $204,108 | $106,864+91.0% | $147,318+38.5% | $82,637+147.0% |
| Participation rate | 73.5% | 75.5%-2.0pp | 82.1%-8.6pp | 68.1%+5.4pp |
| Annual return | 16.12% | 27.49%-11.4pp | 70.43%-54.3pp | 53.51%-37.4pp |
| Employer contribution / active EE | $3,491 | $3,417+2.2% | $4,593-24.0% | $2,552+36.8% |
| Participant deferral / active EE | $7,851 | $6,496+20.9% | $7,906-0.7% | $4,126+90.3% |
| Admin fee / account holder | $1,528 | $8,415-81.8% | $13,708-88.9% | $7,339-79.2% |