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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 | $170,763 | $83,898+103.5% | $133,346+28.1% | $94,015+81.6% |
| Participation rate | 78.1% | 63.4%+14.8pp | 72.8%+5.3pp | 70.8%+7.3pp |
| Annual return | 15.89% | 16.00%-0.1pp | 36.85%-21.0pp | 17.84%-2.0pp |
| Employer contribution / active EE | $2,944 | $1,821+61.7% | $2,853+3.2% | $2,790+5.5% |
| Participant deferral / active EE | $6,181 | $3,245+90.5% | $4,332+42.7% | $4,249+45.5% |
| Admin fee / account holder | $2,941 | $7,809-62.3% | $14,264-79.4% | $8,951-67.1% |