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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 | $141,893 | $76,407+85.7% | $150,298-5.6% | $82,448+72.1% |
| Participation rate | 90.3% | 66.4%+23.9pp | 77.8%+12.6pp | 68.1%+22.3pp |
| Annual return | 18.04% | 39.99%-22.0pp | 62.79%-44.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,638 | $2,614+39.2% | $4,154-12.4% | $2,551+42.6% |
| Participant deferral / active EE | $15,737 | $3,214+389.6% | $5,453+188.6% | $4,139+280.2% |
| Admin fee / account holder | $9,866 | $6,352+55.3% | $14,116-30.1% | $7,234+36.4% |