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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 | $103,664 | $91,198+13.7% | $178,503-41.9% | $79,856+29.8% |
| Participation rate | 96.6% | 69.2%+27.3pp | 81.9%+14.6pp | 69.6%+26.9pp |
| Annual return | 12.15% | 24.20%-12.0pp | 151.12%-139.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $608 | $3,257-81.3% | $5,011-87.9% | $2,471-75.4% |
| Participant deferral / active EE | $8,219 | $3,237+154.0% | $5,202+58.0% | $3,741+119.7% |
| Admin fee / account holder | $1,558 | $6,748-76.9% | $13,987-88.9% | $5,306-70.6% |