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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 | $182,071 | $56,894+220.0% | $84,753+114.8% | $62,881+189.5% |
| Participation rate | 78.8% | 68.5%+10.2pp | 76.6%+2.2pp | 69.3%+9.5pp |
| Annual return | 8.10% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,349 | $2,400-2.1% | $3,574-34.3% | $2,281+3.0% |
| Participant deferral / active EE | $4,982 | $2,709+83.9% | $3,712+34.2% | $3,203+55.6% |
| Admin fee / account holder | $23,971 | $3,581+569.4% | $5,333+349.5% | $4,296+458.0% |