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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 | $138,662 | $45,079+207.6% | $69,461+99.6% | $72,983+90.0% |
| Participation rate | 80.7% | 68.5%+12.2pp | 74.6%+6.1pp | 69.5%+11.2pp |
| Annual return | 20.85% | 22.65%-1.8pp | 28.97%-8.1pp | 81.01%-60.2pp |
| Employer contribution / active EE | $2,888 | $2,055+40.5% | $2,779+3.9% | $2,440+18.4% |
| Participant deferral / active EE | $3,874 | $2,603+48.8% | $3,536+9.6% | $3,608+7.4% |
| Admin fee / account holder | $16,807 | $3,056+450.0% | $3,840+337.7% | $5,124+228.0% |