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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 | $160,770 | $81,276+97.8% | $155,574+3.3% | $80,925+98.7% |
| Participation rate | 95.7% | 66.2%+29.4pp | 78.2%+17.4pp | 67.7%+28.0pp |
| Annual return | 19.18% | 33.36%-14.2pp | 64.87%-45.7pp | 35.65%-16.5pp |
| Employer contribution / active EE | $828 | $3,103-73.3% | $4,676-82.3% | $2,756-70.0% |
| Participant deferral / active EE | $6,027 | $3,453+74.6% | $5,629+7.1% | $4,299+40.2% |
| Admin fee / account holder | $2,206 | $7,993-72.4% | $15,914-86.1% | $6,940-68.2% |