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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 | $106,249 | $48,364+119.7% | $71,796+48.0% | $62,881+69.0% |
| Participation rate | 95.1% | 60.6%+34.5pp | 69.1%+26.0pp | 69.3%+25.8pp |
| Annual return | 7.71% | 13.16%-5.4pp | 78.04%-70.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $803 | $1,042-22.9% | $1,924-58.3% | $2,281-64.8% |
| Participant deferral / active EE | $4,404 | $2,091+110.6% | $2,794+57.6% | $3,203+37.5% |
| Admin fee / account holder | $937 | $3,771-75.1% | $4,815-80.5% | $4,296-78.2% |