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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 | $183,647 | $97,289+88.8% | $92,805+97.9% | $155,188+18.3% |
| Participation rate | 76.5% | 84.2%-7.7pp | 83.5%-7.0pp | 80.8%-4.3pp |
| Annual return | 12.38% | 29.03%-16.6pp | 31.59%-19.2pp | 148.84%-136.5pp |
| Employer contribution / active EE | $1,664 | $3,632-54.2% | $3,424-51.4% | $4,248-60.8% |
| Participant deferral / active EE | $4,314 | $8,795-51.0% | $8,448-48.9% | $6,531-33.9% |
| Admin fee / account holder | $2,293 | $12,015-80.9% | $10,911-79.0% | $14,480-84.2% |