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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 | $156,085 | $60,349+158.6% | $74,184+110.4% | $62,881+148.2% |
| Participation rate | 82.4% | 72.7%+9.6pp | 76.6%+5.7pp | 69.3%+13.0pp |
| Annual return | 5.06% | 21.38%-16.3pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $2,122 | $1,680+26.3% | $2,370-10.5% | $2,281-7.0% |
| Participant deferral / active EE | $6,662 | $2,856+133.2% | $3,550+87.7% | $3,203+108.0% |
| Admin fee / account holder | $17,703 | $4,261+315.5% | $5,586+216.9% | $4,296+312.1% |