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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 | $151,309 | $95,904+57.8% | $173,730-12.9% | $64,340+135.2% |
| Participation rate | 78.8% | 60.6%+18.2pp | 79.6%-0.7pp | 55.2%+23.6pp |
| Annual return | 16.22% | 17.47%-1.2pp | 19.96%-3.7pp | 24.14%-7.9pp |
| Employer contribution / active EE | $849 | $2,323-63.5% | $4,577-81.5% | $1,862-54.4% |
| Participant deferral / active EE | $6,016 | $3,488+72.5% | $6,326-4.9% | $2,980+101.9% |
| Admin fee / account holder | $4,512 | $5,089-11.3% | $17,523-74.3% | $3,703+21.9% |