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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 | $77,896+84.0% | $134,172+6.9% | $82,448+73.9% |
| Participation rate | 73.5% | 62.8%+10.7pp | 72.5%+1.1pp | 68.1%+5.5pp |
| Annual return | 17.62% | 18.21%-0.6pp | 25.30%-7.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,028 | $2,159-6.1% | $3,420-40.7% | $2,551-20.5% |
| Participant deferral / active EE | $4,892 | $3,162+54.7% | $4,690+4.3% | $4,139+18.2% |
| Admin fee / account holder | $29,811 | $6,336+370.5% | $12,016+148.1% | $7,234+312.1% |