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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 | $177,696 | $78,520+126.3% | $96,576+84.0% | $82,448+115.5% |
| Participation rate | 70.3% | 77.7%-7.5pp | 81.4%-11.2pp | 68.1%+2.2pp |
| Annual return | 15.22% | 41.30%-26.1pp | 38.47%-23.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $717 | $2,630-72.8% | $3,553-79.8% | $2,551-71.9% |
| Participant deferral / active EE | $8,445 | $6,754+25.0% | $7,956+6.1% | $4,139+104.0% |
| Admin fee / account holder | $8,071 | $13,455-40.0% | $11,381-29.1% | $7,234+11.6% |