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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 | $194,629 | $114,119+70.5% | $107,187+81.6% | $138,895+40.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 15.19% | 273.21%-258.0pp | 204.55%-189.4pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,051 | $4,059-24.8% | $3,782-19.3% | $4,194-27.3% |
| Participant deferral / active EE | $9,459 | $5,538+70.8% | $5,096+85.6% | $6,396+47.9% |
| Admin fee / account holder | $2,686 | $10,024-73.2% | $9,162-70.7% | $12,562-78.6% |