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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 | $210,448 | $80,985+159.9% | $96,576+117.9% | $75,181+179.9% |
| Participation rate | 76.0% | 71.8%+4.2pp | 76.0%0pp | 67.2%+8.8pp |
| Annual return | 19.01% | 27.05%-8.0pp | 25.87%-6.9pp | 160.69%-141.7pp |
| Employer contribution / active EE | $1,870 | $2,282-18.1% | $2,965-36.9% | $2,671-30.0% |
| Participant deferral / active EE | $7,596 | $3,929+93.3% | $4,851+56.6% | $4,126+84.1% |
| Admin fee / account holder | $2,542 | $6,719-62.2% | $8,253-69.2% | $5,650-55.0% |