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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 | $116,632 | $60,349+93.3% | $74,184+57.2% | $62,881+85.5% |
| Participation rate | 79.4% | 72.7%+6.7pp | 76.6%+2.8pp | 69.3%+10.1pp |
| Annual return | 6.50% | 21.38%-14.9pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,657 | $1,680-1.4% | $2,370-30.1% | $2,281-27.3% |
| Participant deferral / active EE | $10,469 | $2,856+266.5% | $3,550+194.9% | $3,203+226.8% |
| Admin fee / account holder | $11,638 | $4,261+173.1% | $5,586+108.4% | $4,296+170.9% |