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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 | $150,581 | $69,977+115.2% | $108,582+38.7% | $62,881+139.5% |
| Participation rate | 76.0% | 72.9%+3.1pp | 79.6%-3.6pp | 69.3%+6.7pp |
| Annual return | 7.63% | 10.73%-3.1pp | -51.70%+59.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,115 | $2,135+45.9% | $3,758-17.1% | $2,281+36.6% |
| Participant deferral / active EE | $6,875 | $3,165+117.2% | $4,311+59.5% | $3,203+114.7% |
| Admin fee / account holder | $17,620 | $5,076+247.1% | $7,645+130.5% | $4,296+310.2% |