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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 | $155,075 | $57,541+169.5% | $95,740+62.0% | $75,173+106.3% |
| Participation rate | 75.8% | 62.5%+13.2pp | 72.3%+3.5pp | 67.2%+8.6pp |
| Annual return | 17.70% | 34.93%-17.2pp | 28.41%-10.7pp | 160.72%-143.0pp |
| Employer contribution / active EE | $562 | $1,808-68.9% | $2,836-80.2% | $2,671-78.9% |
| Participant deferral / active EE | $5,492 | $3,074+78.7% | $4,244+29.4% | $4,126+33.1% |
| Admin fee / account holder | $2,089 | $4,099-49.0% | $5,676-63.2% | $5,651-63.0% |