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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 | $146,478 | $39,132+274.3% | $57,196+156.1% | $62,881+132.9% |
| Participation rate | 84.6% | 70.5%+14.1pp | 75.3%+9.3pp | 69.3%+15.3pp |
| Annual return | 6.97% | 9.24%-2.3pp | 14.59%-7.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,737 | $1,874+46.1% | $2,683+2.0% | $2,281+20.0% |
| Participant deferral / active EE | $3,658 | $2,374+54.1% | $3,096+18.1% | $3,203+14.2% |
| Admin fee / account holder | $31,004 | $2,594+1095.2% | $3,141+887.2% | $4,296+621.7% |