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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 | $196,077 | $101,778+92.7% | $164,975+18.9% | $80,925+142.3% |
| Participation rate | 71.8% | 71.8%0pp | 78.6%-6.8pp | 67.7%+4.1pp |
| Annual return | 19.10% | 16.73%+2.4pp | 70.12%-51.0pp | 35.65%-16.6pp |
| Employer contribution / active EE | $1,924 | $2,954-34.9% | $4,343-55.7% | $2,756-30.2% |
| Participant deferral / active EE | $5,002 | $4,477+11.7% | $6,033-17.1% | $4,299+16.4% |
| Admin fee / account holder | $3,917 | $8,221-52.4% | $12,688-69.1% | $6,940-43.6% |