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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 | $184,900 | $95,453+93.7% | $112,040+65.0% | $82,448+124.3% |
| Participation rate | 84.1% | 72.8%+11.3pp | 76.5%+7.6pp | 68.1%+16.0pp |
| Annual return | 17.64% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $8,308 | $2,318+258.4% | $2,954+181.2% | $2,551+225.7% |
| Participant deferral / active EE | $9,254 | $4,224+119.1% | $5,098+81.5% | $4,139+123.6% |
| Admin fee / account holder | $5,841 | $9,013-35.2% | $12,098-51.7% | $7,234-19.3% |