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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 | $190,964 | $118,454+61.2% | $98,441+94.0% | $139,427+37.0% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 13.59% | 18.94%-5.4pp | 21.16%-7.6pp | 373.27%-359.7pp |
| Employer contribution / active EE | $2,051 | $3,610-43.2% | $3,048-32.7% | $4,752-56.8% |
| Participant deferral / active EE | $2,554 | $5,392-52.6% | $4,738-46.1% | $6,711-61.9% |
| Admin fee / account holder | $326 | $14,053-97.7% | $8,960-96.4% | $11,404-97.1% |