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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 | $187,701 | $95,453+96.6% | $112,040+67.5% | $82,448+127.7% |
| Participation rate | 72.7% | 72.8%0pp | 76.5%-3.8pp | 68.1%+4.7pp |
| Annual return | 13.14% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $3,362 | $2,318+45.0% | $2,954+13.8% | $2,551+31.8% |
| Participant deferral / active EE | $8,729 | $4,224+106.7% | $5,098+71.2% | $4,139+110.9% |
| Admin fee / account holder | $4,589 | $9,013-49.1% | $12,098-62.1% | $7,234-36.6% |