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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 | $137,860 | $81,504+69.1% | $102,437+34.6% | $80,959+70.3% |
| Participation rate | 73.1% | 66.9%+6.2pp | 74.5%-1.4pp | 67.7%+5.4pp |
| Annual return | 15.87% | 25.60%-9.7pp | 24.95%-9.1pp | 35.67%-19.8pp |
| Employer contribution / active EE | $12,867 | $3,104+314.6% | $3,871+232.4% | $2,757+366.7% |
| Participant deferral / active EE | $8,071 | $3,871+108.5% | $5,060+59.5% | $4,300+87.7% |
| Admin fee / account holder | $3,721 | $6,719-44.6% | $8,388-55.6% | $6,925-46.3% |