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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 | $174,766 | $86,938+101.0% | $102,423+70.6% | $80,925+116.0% |
| Participation rate | 79.3% | 72.4%+7.0pp | 76.5%+2.8pp | 67.7%+11.7pp |
| Annual return | 16.02% | 18.89%-2.9pp | 29.42%-13.4pp | 35.65%-19.6pp |
| Employer contribution / active EE | $1,399 | $2,369-40.9% | $3,023-53.7% | $2,756-49.2% |
| Participant deferral / active EE | $4,654 | $4,120+13.0% | $5,054-7.9% | $4,299+8.3% |
| Admin fee / account holder | $37,262 | $8,053+362.7% | $9,455+294.1% | $6,940+436.9% |