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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 | $149,414 | $56,894+162.6% | $84,753+76.3% | $62,881+137.6% |
| Participation rate | 87.8% | 68.5%+19.3pp | 76.6%+11.2pp | 69.3%+18.5pp |
| Annual return | 5.78% | 6.30%-0.5pp | 22.78%-17.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $4,138 | $2,400+72.4% | $3,574+15.8% | $2,281+81.4% |
| Participant deferral / active EE | $6,894 | $2,709+154.5% | $3,712+85.7% | $3,203+115.2% |
| Admin fee / account holder | $8,481 | $3,581+136.8% | $5,333+59.0% | $4,296+97.4% |