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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 | $154,946 | $56,054+176.4% | $171,082-9.4% | $62,881+146.4% |
| Participation rate | 89.6% | 62.9%+26.7pp | 76.7%+12.9pp | 69.3%+20.3pp |
| Annual return | 8.83% | 22.52%-13.7pp | 32.56%-23.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,892 | $1,731+67.1% | $4,002-27.7% | $2,281+26.8% |
| Participant deferral / active EE | $7,502 | $3,158+137.6% | $4,797+56.4% | $3,203+134.2% |
| Admin fee / account holder | $2,346 | $3,647-35.7% | $8,520-72.5% | $4,296-45.4% |