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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 | $139,440 | $54,541+155.7% | $78,778+77.0% | $70,126+98.8% |
| Participation rate | 96.9% | 60.8%+36.1pp | 69.2%+27.7pp | 69.5%+27.3pp |
| Annual return | 16.92% | 21.07%-4.2pp | 35.62%-18.7pp | 73.15%-56.2pp |
| Employer contribution / active EE | $3,778 | $1,089+247.1% | $1,986+90.3% | $2,343+61.3% |
| Participant deferral / active EE | $2,212 | $2,210+0.1% | $2,958-25.2% | $3,332-33.6% |
| Admin fee / account holder | $2,819 | $3,709-24.0% | $5,134-45.1% | $4,645-39.3% |