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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 | $156,008 | $76,551+103.8% | $123,894+25.9% | $62,881+148.1% |
| Participation rate | 88.2% | 73.0%+15.3pp | 81.4%+6.8pp | 69.3%+18.9pp |
| Annual return | 6.25% | 18.68%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,819 | $2,882-36.9% | $4,617-60.6% | $2,281-20.2% |
| Participant deferral / active EE | $3,690 | $4,840-23.7% | $5,984-38.3% | $3,203+15.2% |
| Admin fee / account holder | $4,783 | $4,826-0.9% | $8,357-42.8% | $4,296+11.3% |