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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 | $233,785 | $64,359+263.3% | $90,161+159.3% | $70,126+233.4% |
| Participation rate | 77.1% | 70.4%+6.7pp | 76.9%+0.3pp | 69.5%+7.6pp |
| Annual return | 21.60% | 28.13%-6.5pp | 34.89%-13.3pp | 73.15%-51.5pp |
| Employer contribution / active EE | $2,114 | $2,046+3.3% | $3,318-36.3% | $2,343-9.8% |
| Participant deferral / active EE | $7,936 | $4,389+80.8% | $5,287+50.1% | $3,332+138.2% |
| Admin fee / account holder | $15,580 | $3,945+294.9% | $5,943+162.1% | $4,645+235.4% |