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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 | $174,497 | $86,940+100.7% | $102,434+70.4% | $80,935+115.6% |
| Participation rate | 73.0% | 72.4%+0.6pp | 76.5%-3.5pp | 67.7%+5.3pp |
| Annual return | 13.70% | 18.89%-5.2pp | 29.46%-15.8pp | 35.66%-22.0pp |
| Employer contribution / active EE | $2,229 | $2,370-5.9% | $3,023-26.3% | $2,757-19.1% |
| Participant deferral / active EE | $6,475 | $4,121+57.1% | $5,055+28.1% | $4,299+50.6% |
| Admin fee / account holder | $8,253 | $8,047+2.6% | $9,462-12.8% | $6,924+19.2% |