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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 | $164,871 | $59,440+177.4% | $78,004+111.4% | $82,637+99.5% |
| Participation rate | 82.0% | 62.8%+19.1pp | 69.4%+12.5pp | 68.1%+13.9pp |
| Annual return | 15.74% | 40.24%-24.5pp | 31.07%-15.3pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,496 | $1,750-14.6% | $2,469-39.4% | $2,552-41.4% |
| Participant deferral / active EE | $4,637 | $3,138+47.7% | $4,092+13.3% | $4,126+12.4% |
| Admin fee / account holder | $14,006 | $5,504+154.5% | $7,578+84.8% | $7,339+90.9% |