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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 | $118,142 | $71,230+65.9% | $93,727+26.0% | $80,959+45.9% |
| Participation rate | 77.4% | 60.4%+17.0pp | 68.7%+8.6pp | 67.7%+9.7pp |
| Annual return | 15.18% | 11.26%+3.9pp | 133.83%-118.6pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,827 | $1,565+16.7% | $2,421-24.5% | $2,757-33.7% |
| Participant deferral / active EE | $4,651 | $4,037+15.2% | $4,417+5.3% | $4,300+8.2% |
| Admin fee / account holder | $2,783 | $6,961-60.0% | $8,292-66.4% | $6,925-59.8% |