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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 | $168,309 | $106,524+58.0% | $152,301+10.5% | $87,485+92.4% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.4%+8.2pp | 68.9%+21.7pp |
| Annual return | 16.59% | 26.89%-10.3pp | 80.50%-63.9pp | 26.06%-9.5pp |
| Employer contribution / active EE | $3,092 | $3,371-8.3% | $4,624-33.1% | $2,596+19.1% |
| Participant deferral / active EE | $6,710 | $6,525+2.8% | $8,004-16.2% | $4,274+57.0% |
| Admin fee / account holder | $2,489 | $8,287-70.0% | $14,398-82.7% | $7,775-68.0% |