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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 | $86,514 | $48,364+78.9% | $71,796+20.5% | $62,881+37.6% |
| Participation rate | 78.7% | 60.6%+18.1pp | 69.1%+9.6pp | 69.3%+9.4pp |
| Annual return | 7.79% | 13.16%-5.4pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,961 | $1,042+184.2% | $1,924+53.8% | $2,281+29.8% |
| Participant deferral / active EE | $6,859 | $2,091+228.0% | $2,794+145.5% | $3,203+114.2% |
| Admin fee / account holder | $1,806 | $3,771-52.1% | $4,815-62.5% | $4,296-58.0% |