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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 | $140,934 | $97,550+44.5% | $120,344+17.1% | $87,485+61.1% |
| Participation rate | 82.9% | 72.8%+10.0pp | 76.7%+6.1pp | 68.9%+13.9pp |
| Annual return | 13.34% | 18.41%-5.1pp | 20.30%-7.0pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,486 | $2,291-35.1% | $3,020-50.8% | $2,596-42.8% |
| Participant deferral / active EE | $12,281 | $4,230+190.4% | $5,135+139.2% | $4,274+187.4% |
| Admin fee / account holder | $10,305 | $9,543+8.0% | $12,742-19.1% | $7,775+32.5% |