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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 | $151,309 | $91,760+64.9% | $156,181-3.1% | $67,986+122.6% |
| Participation rate | 78.8% | 65.0%+13.8pp | 78.8%0pp | 57.2%+21.6pp |
| Annual return | 16.22% | 18.14%-1.9pp | 64.87%-48.7pp | 31.67%-15.4pp |
| Employer contribution / active EE | $849 | $2,419-64.9% | $4,294-80.2% | $2,019-58.0% |
| Participant deferral / active EE | $6,016 | $3,960+51.9% | $6,132-1.9% | $3,358+79.2% |
| Admin fee / account holder | $4,512 | $3,949+14.3% | $14,586-69.1% | $3,203+40.9% |