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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 | $138,103 | $81,487+69.5% | $102,412+34.9% | $80,935+70.6% |
| Participation rate | 74.7% | 66.8%+7.9pp | 74.5%+0.2pp | 67.7%+7.1pp |
| Annual return | 14.60% | 25.60%-11.0pp | 24.94%-10.3pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,474 | $3,103-52.5% | $3,870-61.9% | $2,757-46.5% |
| Participant deferral / active EE | $5,155 | $3,871+33.2% | $5,060+1.9% | $4,299+19.9% |
| Admin fee / account holder | $18,699 | $6,717+178.4% | $8,388+122.9% | $6,924+170.0% |