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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 | $227,852 | $106,864+113.2% | $147,318+54.7% | $82,637+175.7% |
| Participation rate | 83.3% | 75.5%+7.8pp | 82.1%+1.3pp | 68.1%+15.3pp |
| Annual return | 19.49% | 27.49%-8.0pp | 70.43%-50.9pp | 53.51%-34.0pp |
| Employer contribution / active EE | $3,477 | $3,417+1.8% | $4,593-24.3% | $2,552+36.2% |
| Participant deferral / active EE | $7,281 | $6,496+12.1% | $7,906-7.9% | $4,126+76.5% |
| Admin fee / account holder | $332 | $8,415-96.1% | $13,708-97.6% | $7,339-95.5% |