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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 | $122,814 | $57,590+113.3% | $86,233+42.4% | $82,448+49.0% |
| Participation rate | 84.6% | 57.9%+26.8pp | 69.0%+15.6pp | 68.1%+16.5pp |
| Annual return | 14.65% | 22.41%-7.8pp | 61.39%-46.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,889 | $1,655+74.5% | $2,504+15.3% | $2,551+13.2% |
| Participant deferral / active EE | $5,267 | $3,080+71.0% | $4,559+15.5% | $4,139+27.2% |
| Admin fee / account holder | $860 | $4,730-81.8% | $8,342-89.7% | $7,234-88.1% |