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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 | $200,822 | $83,485+140.6% | $125,195+60.4% | $72,976+175.2% |
| Participation rate | 78.6% | 73.3%+5.3pp | 79.8%-1.2pp | 69.5%+9.1pp |
| Annual return | 16.54% | 25.77%-9.2pp | 43.79%-27.3pp | 81.02%-64.5pp |
| Employer contribution / active EE | $2,301 | $2,346-1.9% | $3,866-40.5% | $2,440-5.7% |
| Participant deferral / active EE | $3,569 | $3,586-0.5% | $4,937-27.7% | $3,608-1.1% |
| Admin fee / account holder | $2,162 | $5,518-60.8% | $9,704-77.7% | $5,124-57.8% |