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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 | $110,221 | $71,197+54.8% | $93,669+17.7% | $80,925+36.2% |
| Participation rate | 78.8% | 60.4%+18.4pp | 68.7%+10.1pp | 67.7%+11.1pp |
| Annual return | 14.64% | 11.27%+3.4pp | 133.59%-118.9pp | 35.65%-21.0pp |
| Employer contribution / active EE | $1,773 | $1,565+13.3% | $2,424-26.8% | $2,756-35.7% |
| Participant deferral / active EE | $4,764 | $4,036+18.1% | $4,416+7.9% | $4,299+10.8% |
| Admin fee / account holder | $1,543 | $6,959-77.8% | $8,291-81.4% | $6,940-77.8% |