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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 | $147,729 | $93,055+58.8% | $153,643-3.8% | $80,935+82.5% |
| Participation rate | 78.0% | 69.0%+9.1pp | 77.1%+1.0pp | 67.7%+10.4pp |
| Annual return | 14.43% | 19.97%-5.5pp | 15.71%-1.3pp | 35.66%-21.2pp |
| Employer contribution / active EE | $2,932 | $3,504-16.3% | $5,039-41.8% | $2,757+6.4% |
| Participant deferral / active EE | $3,754 | $5,172-27.4% | $6,754-44.4% | $4,299-12.7% |
| Admin fee / account holder | $14,742 | $8,881+66.0% | $12,739+15.7% | $6,924+112.9% |