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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 | $205,122 | $43,075+376.2% | $74,577+175.0% | $62,881+226.2% |
| Participation rate | 71.4% | 58.1%+13.4pp | 68.1%+3.3pp | 69.3%+2.1pp |
| Annual return | 9.25% | 17.50%-8.3pp | 20.47%-11.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,937 | $1,498+29.3% | $2,525-23.3% | $2,281-15.1% |
| Participant deferral / active EE | $5,797 | $2,389+142.6% | $3,458+67.6% | $3,203+81.0% |
| Admin fee / account holder | $11,800 | $2,840+315.5% | $4,138+185.2% | $4,296+174.7% |