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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 | $169,243 | $67,602+150.4% | $82,312+105.6% | $70,126+141.3% |
| Participation rate | 91.9% | 72.8%+19.1pp | 76.9%+15.0pp | 69.5%+22.4pp |
| Annual return | 17.51% | 21.57%-4.1pp | 25.88%-8.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $920 | $1,755-47.6% | $2,428-62.1% | $2,343-60.7% |
| Participant deferral / active EE | $2,878 | $2,987-3.7% | $3,706-22.4% | $3,332-13.6% |
| Admin fee / account holder | $1,970 | $4,512-56.3% | $5,608-64.9% | $4,645-57.6% |