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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 | $223,228 | $86,949+156.7% | $102,460+117.9% | $80,959+175.7% |
| Participation rate | 83.0% | 72.4%+10.6pp | 76.5%+6.5pp | 67.7%+15.3pp |
| Annual return | 12.68% | 18.89%-6.2pp | 29.47%-16.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,242 | $2,370-47.6% | $3,025-59.0% | $2,757-55.0% |
| Participant deferral / active EE | $8,613 | $4,121+109.0% | $5,056+70.3% | $4,300+100.3% |
| Admin fee / account holder | $1,069 | $8,048-86.7% | $9,460-88.7% | $6,925-84.6% |