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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 | $135,318 | $57,119+136.9% | $85,187+58.8% | $80,935+67.2% |
| Participation rate | 72.8% | 56.4%+16.4pp | 67.5%+5.3pp | 67.7%+5.2pp |
| Annual return | 12.24% | 21.70%-9.5pp | 66.67%-54.4pp | 35.66%-23.4pp |
| Employer contribution / active EE | $3,386 | $1,802+87.9% | $2,732+23.9% | $2,757+22.8% |
| Participant deferral / active EE | $6,522 | $3,115+109.4% | $4,525+44.1% | $4,299+51.7% |
| Admin fee / account holder | $17,306 | $4,990+246.8% | $6,162+180.9% | $6,924+149.9% |