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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 | $124,334 | $87,106+42.7% | $105,607+17.7% | $80,935+53.6% |
| Participation rate | 84.6% | 70.4%+14.2pp | 75.3%+9.3pp | 67.7%+17.0pp |
| Annual return | 10.49% | 17.01%-6.5pp | 116.11%-105.6pp | 35.66%-25.2pp |
| Employer contribution / active EE | $2,206 | $2,396-7.9% | $3,167-30.3% | $2,757-20.0% |
| Participant deferral / active EE | $8,362 | $3,986+109.8% | $5,011+66.9% | $4,299+94.5% |
| Admin fee / account holder | $28,044 | $8,447+232.0% | $10,958+155.9% | $6,924+305.0% |