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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 | $184,459 | $138,312+33.4% | $122,979+50.0% | $155,188+18.9% |
| Participation rate | 95.2% | 80.2%+15.0pp | 77.2%+18.0pp | 80.8%+14.4pp |
| Annual return | 14.35% | 22.06%-7.7pp | 20.12%-5.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $2,728 | $3,530-22.7% | $3,062-10.9% | $4,248-35.8% |
| Participant deferral / active EE | $5,624 | $5,592+0.6% | $5,003+12.4% | $6,531-13.9% |
| Admin fee / account holder | $1,413 | $15,089-90.6% | $12,864-89.0% | $14,480-90.2% |