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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 | $154,861 | $77,814+99.0% | $158,223-2.1% | $86,983+78.0% |
| Participation rate | 77.6% | 68.4%+9.1pp | 79.2%-1.6pp | 69.5%+8.0pp |
| Annual return | 17.19% | 30.54%-13.4pp | 52.09%-34.9pp | 25.83%-8.6pp |
| Employer contribution / active EE | $2,013 | $2,592-22.4% | $4,109-51.0% | $2,584-22.1% |
| Participant deferral / active EE | $6,766 | $3,270+107.0% | $5,467+23.8% | $4,194+61.3% |
| Admin fee / account holder | $2,951 | $5,879-49.8% | $16,047-81.6% | $7,856-62.4% |