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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 | $183,988 | $136,860+34.4% | $120,344+52.9% | $154,746+18.9% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 15.24% | 21.38%-6.1pp | 20.30%-5.1pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,984 | $3,533-15.5% | $3,020-1.2% | $4,379-31.8% |
| Participant deferral / active EE | $6,902 | $5,793+19.1% | $5,135+34.4% | $6,730+2.6% |
| Admin fee / account holder | $19,041 | $15,393+23.7% | $12,742+49.4% | $14,365+32.5% |