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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 | $186,677 | $53,774+247.2% | $134,162+39.1% | $79,856+133.8% |
| Participation rate | 78.6% | 58.8%+19.8pp | 72.2%+6.4pp | 69.6%+8.9pp |
| Annual return | 16.13% | 19.01%-2.9pp | 36.35%-20.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,682 | $1,322+27.3% | $3,705-54.6% | $2,471-31.9% |
| Participant deferral / active EE | $5,368 | $2,420+121.8% | $3,500+53.4% | $3,741+43.5% |
| Admin fee / account holder | $811 | $3,985-79.7% | $6,685-87.9% | $5,306-84.7% |