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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 | $105,142 | $71,230+47.6% | $93,727+12.2% | $80,959+29.9% |
| Participation rate | 87.5% | 60.4%+27.1pp | 68.7%+18.8pp | 67.7%+19.8pp |
| Annual return | 12.42% | 11.26%+1.2pp | 133.83%-121.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $757 | $1,565-51.6% | $2,421-68.7% | $2,757-72.5% |
| Participant deferral / active EE | $7,099 | $4,037+75.8% | $4,417+60.7% | $4,300+65.1% |
| Admin fee / account holder | $1,413 | $6,961-79.7% | $8,292-83.0% | $6,925-79.6% |