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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 | $149,259 | $91,559+63.0% | $133,978+11.4% | $79,856+86.9% |
| Participation rate | 87.1% | 73.3%+13.7pp | 79.8%+7.2pp | 69.6%+17.4pp |
| Annual return | 13.39% | 61.85%-48.5pp | 45.10%-31.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $822 | $2,384-65.5% | $3,919-79.0% | $2,471-66.7% |
| Participant deferral / active EE | $6,001 | $3,734+60.7% | $5,047+18.9% | $3,741+60.4% |
| Admin fee / account holder | $7,869 | $6,321+24.5% | $8,930-11.9% | $5,306+48.3% |