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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 | $105,665 | $72,486+45.8% | $87,103+21.3% | $72,976+44.8% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.9%0pp | 69.5%+7.4pp |
| Annual return | 22.34% | 24.46%-2.1pp | 28.19%-5.8pp | 81.02%-58.7pp |
| Employer contribution / active EE | $1,149 | $1,894-39.3% | $2,521-54.4% | $2,440-52.9% |
| Participant deferral / active EE | $3,558 | $3,270+8.8% | $4,049-12.1% | $3,608-1.4% |
| Admin fee / account holder | $1,890 | $5,055-62.6% | $7,491-74.8% | $5,124-63.1% |