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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 | $134,988 | $97,648+38.2% | $121,663+11.0% | $87,485+54.3% |
| Participation rate | 71.4% | 70.5%+1.0pp | 74.5%-3.1pp | 68.9%+2.5pp |
| Annual return | 24.08% | 18.03%+6.1pp | 147.54%-123.5pp | 26.06%-2.0pp |
| Employer contribution / active EE | $2,499 | $2,300+8.6% | $3,020-17.2% | $2,596-3.7% |
| Participant deferral / active EE | $4,347 | $3,923+10.8% | $4,887-11.0% | $4,274+1.7% |
| Admin fee / account holder | $1,652 | $11,100-85.1% | $14,289-88.4% | $7,775-78.8% |