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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 | $141,901 | $139,421+1.8% | $239,577-40.8% | $116,462+21.8% |
| Participation rate | 73.0% | 75.0%-2.0pp | 82.1%-9.1pp | 74.7%-1.7pp |
| Annual return | 12.93% | 15.58%-2.6pp | -0.70%+13.6pp | 15.65%-2.7pp |
| Employer contribution / active EE | $9,936 | $4,487+121.4% | $7,232+37.4% | $3,231+207.5% |
| Participant deferral / active EE | $7,777 | $4,296+81.0% | $5,676+37.0% | $3,836+102.7% |
| Admin fee / account holder | $19,288 | $21,515-10.4% | $19,315-0.1% | $12,754+51.2% |