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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 | $141,912 | $57,140+148.4% | $85,240+66.5% | $80,959+75.3% |
| Participation rate | 94.9% | 56.4%+38.5pp | 67.5%+27.4pp | 67.7%+27.2pp |
| Annual return | 12.43% | 21.71%-9.3pp | 66.75%-54.3pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,752 | $1,802-2.8% | $2,735-36.0% | $2,757-36.5% |
| Participant deferral / active EE | $6,617 | $3,115+112.4% | $4,527+46.2% | $4,300+53.9% |
| Admin fee / account holder | $7,429 | $4,992+48.8% | $6,165+20.5% | $6,925+7.3% |