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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 | $181,439 | $84,953+113.6% | $163,379+11.1% | $82,637+119.6% |
| Participation rate | 73.2% | 65.9%+7.2pp | 76.8%-3.7pp | 68.1%+5.1pp |
| Annual return | 14.94% | 23.07%-8.1pp | 63.41%-48.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,857 | $2,183-14.9% | $3,752-50.5% | $2,552-27.3% |
| Participant deferral / active EE | $9,951 | $4,326+130.0% | $6,282+58.4% | $4,126+141.2% |
| Admin fee / account holder | $978 | $7,921-87.7% | $9,818-90.0% | $7,339-86.7% |