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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 | $154,658 | $78,423+97.2% | $95,964+61.2% | $79,856+93.7% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 12.29% | 19.37%-7.1pp | 91.64%-79.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,059 | $1,945-45.6% | $2,541-58.3% | $2,471-57.1% |
| Participant deferral / active EE | $6,257 | $3,440+81.9% | $4,167+50.2% | $3,741+67.3% |
| Admin fee / account holder | $1,629 | $5,622-71.0% | $6,797-76.0% | $5,306-69.3% |