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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 | $150,419 | $58,493+157.2% | $84,021+79.0% | $72,975+106.1% |
| Participation rate | 86.0% | 61.2%+24.8pp | 69.0%+17.0pp | 69.5%+16.5pp |
| Annual return | 21.26% | 28.93%-7.7pp | 71.32%-50.1pp | 81.01%-59.8pp |
| Employer contribution / active EE | $2,437 | $1,163+109.6% | $1,984+22.9% | $2,440-0.1% |
| Participant deferral / active EE | $4,185 | $2,394+74.8% | $3,239+29.2% | $3,608+16.0% |
| Admin fee / account holder | $13,713 | $4,569+200.2% | $6,102+124.7% | $5,124+167.6% |