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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 | $105,328 | $60,349+74.5% | $74,184+42.0% | $62,881+67.5% |
| Participation rate | 74.5% | 72.7%+1.8pp | 76.6%-2.1pp | 69.3%+5.2pp |
| Annual return | 6.17% | 21.38%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,231 | $2,856+13.1% | $3,550-9.0% | $3,203+0.9% |
| Admin fee / account holder | $9,196 | $4,261+115.8% | $5,586+64.6% | $4,296+114.1% |