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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 | $181,003 | $124,980+44.8% | $108,359+67.0% | $154,746+17.0% |
| Participation rate | 78.6% | 75.2%+3.4pp | 70.1%+8.4pp | 80.7%-2.1pp |
| Annual return | 10.45% | 45.00%-34.5pp | 36.89%-26.4pp | 172.34%-161.9pp |
| Employer contribution / active EE | $2,403 | $2,851-15.7% | $2,399+0.1% | $4,379-45.1% |
| Participant deferral / active EE | $8,467 | $4,743+78.5% | $4,137+104.7% | $6,730+25.8% |
| Admin fee / account holder | $172,278 | $11,502+1397.8% | $9,741+1668.6% | $14,365+1099.3% |