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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 | $168,906 | $48,364+249.2% | $71,796+135.3% | $62,881+168.6% |
| Participation rate | 81.6% | 60.6%+21.0pp | 69.1%+12.5pp | 69.3%+12.3pp |
| Annual return | 7.09% | 13.16%-6.1pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,149 | $1,042+106.3% | $1,924+11.7% | $2,281-5.8% |
| Participant deferral / active EE | $9,678 | $2,091+362.8% | $2,794+246.3% | $3,203+202.2% |
| Admin fee / account holder | $26,333 | $3,771+598.2% | $4,815+446.9% | $4,296+513.0% |