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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 | $145,754 | $106,524+36.8% | $152,301-4.3% | $87,485+66.6% |
| Participation rate | 79.5% | 75.8%+3.8pp | 82.4%-2.9pp | 68.9%+10.6pp |
| Annual return | 16.85% | 26.89%-10.0pp | 80.50%-63.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $4,315 | $3,371+28.0% | $4,624-6.7% | $2,596+66.2% |
| Participant deferral / active EE | $7,778 | $6,525+19.2% | $8,004-2.8% | $4,274+82.0% |
| Admin fee / account holder | $27,064 | $8,287+226.6% | $14,398+88.0% | $7,775+248.1% |