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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 | $170,631 | $76,551+122.9% | $123,894+37.7% | $62,881+171.4% |
| Participation rate | 71.1% | 73.0%-1.9pp | 81.4%-10.3pp | 69.3%+1.8pp |
| Annual return | 7.65% | 18.68%-11.0pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $6,770 | $2,882+134.9% | $4,617+46.6% | $2,281+196.8% |
| Participant deferral / active EE | $4,813 | $4,840-0.6% | $5,984-19.6% | $3,203+50.3% |
| Admin fee / account holder | $1,083 | $4,826-77.6% | $8,357-87.0% | $4,296-74.8% |