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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 | $188,979 | $60,349+213.1% | $74,184+154.7% | $62,881+200.5% |
| Participation rate | 82.1% | 72.7%+9.4pp | 76.6%+5.5pp | 69.3%+12.8pp |
| Annual return | 7.80% | 21.38%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,316 | $1,680+37.8% | $2,370-2.3% | $2,281+1.5% |
| Participant deferral / active EE | $4,376 | $2,856+53.2% | $3,550+23.3% | $3,203+36.6% |
| Admin fee / account holder | $21,907 | $4,261+414.2% | $5,586+292.2% | $4,296+410.0% |