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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 | $144,913 | $48,364+199.6% | $71,796+101.8% | $62,881+130.5% |
| Participation rate | 94.4% | 60.6%+33.8pp | 69.1%+25.3pp | 69.3%+25.1pp |
| Annual return | 8.31% | 13.16%-4.9pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,107 | $1,042+102.2% | $1,924+9.5% | $2,281-7.6% |
| Participant deferral / active EE | $2,741 | $2,091+31.1% | $2,794-1.9% | $3,203-14.4% |
| Admin fee / account holder | $4,683 | $3,771+24.2% | $4,815-2.7% | $4,296+9.0% |