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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 | $129,676 | $73,787+75.7% | $98,716+31.4% | $82,448+57.3% |
| Participation rate | 74.4% | 61.4%+13.0pp | 69.3%+5.1pp | 68.1%+6.3pp |
| Annual return | 13.68% | 18.57%-4.9pp | 31.81%-18.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,470 | $1,511-2.7% | $2,279-35.5% | $2,551-42.4% |
| Participant deferral / active EE | $5,769 | $3,081+87.2% | $4,048+42.5% | $4,139+39.4% |
| Admin fee / account holder | $5,661 | $6,500-12.9% | $8,703-34.9% | $7,234-21.7% |