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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 | $136,291 | $72,486+88.0% | $87,103+56.5% | $72,976+86.8% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 22.55% | 24.46%-1.9pp | 28.19%-5.6pp | 81.02%-58.5pp |
| Employer contribution / active EE | $977 | $1,894-48.4% | $2,521-61.3% | $2,440-60.0% |
| Participant deferral / active EE | $5,628 | $3,270+72.1% | $4,049+39.0% | $3,608+56.0% |
| Admin fee / account holder | $523 | $5,055-89.6% | $7,491-93.0% | $5,124-89.8% |