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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 | $151,353 | $91,559+65.3% | $133,978+13.0% | $79,856+89.5% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.6%+18.4pp |
| Annual return | 11.01% | 61.85%-50.8pp | 45.10%-34.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $931 | $2,384-60.9% | $3,919-76.2% | $2,471-62.3% |
| Participant deferral / active EE | $4,701 | $3,734+25.9% | $5,047-6.9% | $3,741+25.7% |
| Admin fee / account holder | $8,083 | $6,321+27.9% | $8,930-9.5% | $5,306+52.3% |