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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 | $143,250 | $57,073+151.0% | $85,126+68.3% | $80,925+77.0% |
| Participation rate | 77.6% | 56.4%+21.2pp | 67.5%+10.1pp | 67.7%+9.9pp |
| Annual return | 26.87% | 21.69%+5.2pp | 66.63%-39.8pp | 35.65%-8.8pp |
| Employer contribution / active EE | $2,732 | $1,801+51.7% | $2,7310% | $2,756-0.9% |
| Participant deferral / active EE | $8,291 | $3,113+166.3% | $4,523+83.3% | $4,299+92.9% |
| Admin fee / account holder | $8,901 | $4,988+78.5% | $6,160+44.5% | $6,940+28.3% |