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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 | $72,652 | $62,166+16.9% | $81,286-10.6% | $74,429-2.4% |
| Participation rate | 76.8% | 64.1%+12.7pp | 69.5%+7.3pp | 67.2%+9.6pp |
| Annual return | 12.14% | 16.50%-4.4pp | 24.80%-12.7pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $2,851 | $1,881+51.6% | $2,463+15.8% | $2,625+8.6% |
| Participant deferral / active EE | $3,945 | $3,223+22.4% | $3,883+1.6% | $4,348-9.3% |
| Admin fee / account holder | $5,025 | $1,925+161.1% | $5,764-12.8% | $1,944+158.4% |