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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 | $132,494 | $56,894+132.9% | $84,753+56.3% | $62,881+110.7% |
| Participation rate | 81.8% | 68.5%+13.3pp | 76.6%+5.2pp | 69.3%+12.5pp |
| Annual return | 6.63% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,251 | $2,400-6.2% | $3,574-37.0% | $2,281-1.3% |
| Participant deferral / active EE | $7,067 | $2,709+160.8% | $3,712+90.4% | $3,203+120.6% |
| Admin fee / account holder | $5,833 | $3,581+62.9% | $5,333+9.4% | $4,296+35.8% |