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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 | $213,090 | $81,476+161.5% | $102,383+108.1% | $80,925+163.3% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.7%+18.1pp |
| Annual return | 15.18% | 25.59%-10.4pp | 24.94%-9.8pp | 35.65%-20.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,146 | $3,871+58.8% | $5,060+21.5% | $4,299+43.0% |
| Admin fee / account holder | $1,359 | $6,717-79.8% | $8,391-83.8% | $6,940-80.4% |