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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 | $142,982 | $76,551+86.8% | $123,894+15.4% | $62,881+127.4% |
| Participation rate | 77.5% | 73.0%+4.5pp | 81.4%-3.9pp | 69.3%+8.2pp |
| Annual return | 7.71% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $728 | $2,882-74.7% | $4,617-84.2% | $2,281-68.1% |
| Participant deferral / active EE | $7,315 | $4,840+51.1% | $5,984+22.2% | $3,203+128.4% |
| Admin fee / account holder | $11,366 | $4,826+135.5% | $8,357+36.0% | $4,296+164.6% |