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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 | $71,197+47.7% | $93,669+12.2% | $80,925+29.9% |
| Participation rate | 87.5% | 60.4%+27.1pp | 68.7%+18.8pp | 67.7%+19.8pp |
| Annual return | 12.42% | 11.27%+1.2pp | 133.59%-121.2pp | 35.65%-23.2pp |
| Employer contribution / active EE | $757 | $1,565-51.6% | $2,424-68.8% | $2,756-72.5% |
| Participant deferral / active EE | $7,099 | $4,036+75.9% | $4,416+60.8% | $4,299+65.1% |
| Admin fee / account holder | $1,413 | $6,959-79.7% | $8,291-83.0% | $6,940-79.6% |