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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 | $177,073 | $86,938+103.7% | $102,423+72.9% | $80,925+118.8% |
| Participation rate | 94.7% | 72.4%+22.4pp | 76.5%+18.2pp | 67.7%+27.1pp |
| Annual return | 12.70% | 18.89%-6.2pp | 29.42%-16.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,760 | $4,120+39.8% | $5,054+14.0% | $4,299+34.0% |
| Admin fee / account holder | $14,730 | $8,053+82.9% | $9,455+55.8% | $6,940+112.2% |