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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 | $160,536 | $87,180+84.1% | $173,703-7.6% | $94,015+70.8% |
| Participation rate | 96.6% | 65.6%+30.9pp | 75.9%+20.6pp | 70.8%+25.7pp |
| Annual return | 18.72% | 14.17%+4.5pp | 17.46%+1.3pp | 17.84%+0.9pp |
| Employer contribution / active EE | $1,525 | $2,494-38.8% | $4,288-64.4% | $2,790-45.3% |
| Participant deferral / active EE | $2,389 | $3,343-28.5% | $4,854-50.8% | $4,249-43.8% |
| Admin fee / account holder | $858 | $7,506-88.6% | $15,562-94.5% | $8,951-90.4% |