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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 | $97,329 | $56,894+71.1% | $84,753+14.8% | $62,881+54.8% |
| Participation rate | 79.5% | 68.5%+10.9pp | 76.6%+2.9pp | 69.3%+10.2pp |
| Annual return | 7.18% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,653 | $2,400-31.1% | $3,574-53.8% | $2,281-27.5% |
| Participant deferral / active EE | $5,533 | $2,709+104.3% | $3,712+49.1% | $3,203+72.8% |
| Admin fee / account holder | $1,320 | $3,581-63.1% | $5,333-75.3% | $4,296-69.3% |