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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 | $153,194 | $49,249+211.1% | $70,476+117.4% | $79,852+91.8% |
| Participation rate | 88.5% | 69.2%+19.3pp | 75.1%+13.4pp | 69.6%+18.8pp |
| Annual return | 10.06% | 30.09%-20.0pp | 109.12%-99.1pp | 31.72%-21.7pp |
| Employer contribution / active EE | $3,210 | $2,100+52.9% | $2,738+17.3% | $2,471+29.9% |
| Participant deferral / active EE | $7,120 | $2,769+157.1% | $3,710+91.9% | $3,740+90.3% |
| Admin fee / account holder | $4,345 | $2,878+51.0% | $3,847+12.9% | $5,306-18.1% |