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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 | $204,285 | $86,938+135.0% | $102,423+99.5% | $80,925+152.4% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.7%+9.3pp |
| Annual return | 13.43% | 18.89%-5.5pp | 29.42%-16.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $2,675 | $2,369+12.9% | $3,023-11.5% | $2,756-2.9% |
| Participant deferral / active EE | $6,397 | $4,120+55.3% | $5,054+26.6% | $4,299+48.8% |
| Admin fee / account holder | $38,538 | $8,053+378.6% | $9,455+307.6% | $6,940+455.3% |