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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 | $191,693 | $87,059+120.2% | $105,608+81.5% | $80,925+136.9% |
| Participation rate | 73.8% | 70.4%+3.4pp | 75.3%-1.5pp | 67.7%+6.2pp |
| Annual return | 14.06% | 17.05%-3.0pp | 116.50%-102.4pp | 35.65%-21.6pp |
| Employer contribution / active EE | $709 | $2,396-70.4% | $3,167-77.6% | $2,756-74.3% |
| Participant deferral / active EE | $7,669 | $3,986+92.4% | $5,010+53.1% | $4,299+78.4% |
| Admin fee / account holder | $499 | $8,443-94.1% | $11,028-95.5% | $6,940-92.8% |