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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 | $143,365 | $87,180+64.4% | $173,703-17.5% | $94,015+52.5% |
| Participation rate | 73.5% | 65.6%+7.9pp | 75.9%-2.4pp | 70.8%+2.7pp |
| Annual return | 17.62% | 14.17%+3.5pp | 17.46%+0.2pp | 17.84%-0.2pp |
| Employer contribution / active EE | $2,028 | $2,494-18.7% | $4,288-52.7% | $2,790-27.3% |
| Participant deferral / active EE | $4,892 | $3,343+46.3% | $4,854+0.8% | $4,249+15.1% |
| Admin fee / account holder | $29,811 | $7,506+297.2% | $15,562+91.6% | $8,951+233.0% |