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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 | $192,406 | $103,164+86.5% | $90,259+113.2% | $154,746+24.3% |
| Participation rate | 85.7% | 76.1%+9.6pp | 70.7%+15.0pp | 80.7%+5.0pp |
| Annual return | 8.51% | 19.25%-10.7pp | 18.88%-10.4pp | 172.34%-163.8pp |
| Employer contribution / active EE | $2,388 | $2,532-5.7% | $2,291+4.2% | $4,379-45.5% |
| Participant deferral / active EE | $6,304 | $4,422+42.6% | $3,827+64.7% | $6,730-6.3% |
| Admin fee / account holder | $370 | $8,593-95.7% | $7,267-94.9% | $14,365-97.4% |