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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 | $140,580 | $54,541+157.7% | $78,778+78.5% | $70,124+100.5% |
| Participation rate | 72.9% | 60.8%+12.1pp | 69.2%+3.8pp | 69.5%+3.4pp |
| Annual return | 14.76% | 21.07%-6.3pp | 35.62%-20.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $779 | $1,089-28.4% | $1,986-60.8% | $2,342-66.7% |
| Participant deferral / active EE | $3,445 | $2,210+55.9% | $2,958+16.4% | $3,332+3.4% |
| Admin fee / account holder | $16,403 | $3,709+342.3% | $5,134+219.5% | $4,645+253.1% |