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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 | $166,536 | $93,586+78.0% | $135,925+22.5% | $75,173+121.5% |
| Participation rate | 92.1% | 75.2%+16.9pp | 81.9%+10.2pp | 67.2%+24.9pp |
| Annual return | 16.22% | 30.90%-14.7pp | 68.25%-52.0pp | 160.65%-144.4pp |
| Employer contribution / active EE | $2,928 | $3,537-17.2% | $4,857-39.7% | $2,670+9.6% |
| Participant deferral / active EE | $10,198 | $6,405+59.2% | $7,759+31.4% | $4,126+147.2% |
| Admin fee / account holder | $4,787 | $6,977-31.4% | $10,764-55.5% | $5,651-15.3% |