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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 | $130,839 | $73,787+77.3% | $98,716+32.5% | $82,448+58.7% |
| Participation rate | 79.4% | 61.4%+18.0pp | 69.3%+10.1pp | 68.1%+11.3pp |
| Annual return | 18.61% | 18.57%0pp | 31.81%-13.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,021 | $1,511-32.5% | $2,279-55.2% | $2,551-60.0% |
| Participant deferral / active EE | $6,588 | $3,081+113.8% | $4,048+62.8% | $4,139+59.2% |
| Admin fee / account holder | $3,550 | $6,500-45.4% | $8,703-59.2% | $7,234-50.9% |