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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 | $130,922 | $65,395+100.2% | $182,540-28.3% | $72,975+79.4% |
| Participation rate | 94.3% | 65.4%+28.8pp | 78.0%+16.3pp | 69.5%+24.8pp |
| Annual return | 21.06% | 27.68%-6.6pp | 148.58%-127.5pp | 81.01%-59.9pp |
| Employer contribution / active EE | $705 | $1,911-63.1% | $4,076-82.7% | $2,440-71.1% |
| Participant deferral / active EE | $6,774 | $3,563+90.1% | $5,525+22.6% | $3,608+87.8% |
| Admin fee / account holder | $3,794 | $4,245-10.6% | $8,593-55.8% | $5,124-26.0% |