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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 | $177,444 | $57,073+210.9% | $85,126+108.4% | $80,925+119.3% |
| Participation rate | 75.8% | 56.4%+19.4pp | 67.5%+8.2pp | 67.7%+8.1pp |
| Annual return | 15.03% | 21.69%-6.7pp | 66.63%-51.6pp | 35.65%-20.6pp |
| Employer contribution / active EE | $354 | $1,801-80.3% | $2,731-87.0% | $2,756-87.2% |
| Participant deferral / active EE | $6,212 | $3,113+99.6% | $4,523+37.3% | $4,299+44.5% |
| Admin fee / account holder | $8,858 | $4,988+77.6% | $6,160+43.8% | $6,940+27.6% |