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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 | $136,487 | $56,894+139.9% | $84,753+61.0% | $62,881+117.1% |
| Participation rate | 76.0% | 68.5%+7.5pp | 76.6%-0.6pp | 69.3%+6.7pp |
| Annual return | 8.45% | 6.30%+2.1pp | 22.78%-14.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,979 | $2,400+24.2% | $3,574-16.6% | $2,281+30.6% |
| Participant deferral / active EE | $5,827 | $2,709+115.1% | $3,712+57.0% | $3,203+81.9% |
| Admin fee / account holder | $2,882 | $3,581-19.5% | $5,333-46.0% | $4,296-32.9% |