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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 | $188,777 | $73,787+155.8% | $98,716+91.2% | $82,448+129.0% |
| Participation rate | 71.9% | 61.4%+10.5pp | 69.3%+2.6pp | 68.1%+3.9pp |
| Annual return | 13.87% | 18.57%-4.7pp | 31.81%-17.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,762 | $1,511+16.6% | $2,279-22.7% | $2,551-30.9% |
| Participant deferral / active EE | $3,857 | $3,081+25.2% | $4,048-4.7% | $4,139-6.8% |
| Admin fee / account holder | $20,609 | $6,500+217.1% | $8,703+136.8% | $7,234+184.9% |