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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 | $186,289 | $60,349+208.7% | $74,184+151.1% | $62,881+196.3% |
| Participation rate | 94.1% | 72.7%+21.4pp | 76.6%+17.5pp | 69.3%+24.8pp |
| Annual return | 10.05% | 21.38%-11.3pp | 17.74%-7.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $2,784 | $1,680+65.7% | $2,370+17.5% | $2,281+22.0% |
| Participant deferral / active EE | $6,192 | $2,856+116.8% | $3,550+74.4% | $3,203+93.3% |
| Admin fee / account holder | $2,875 | $4,261-32.5% | $5,586-48.5% | $4,296-33.1% |