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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 | $63,843 | $57,057+11.9% | $85,009-24.9% | $80,874-21.1% |
| Participation rate | 71.4% | 56.4%+15.1pp | 67.5%+3.9pp | 67.6%+3.8pp |
| Annual return | 13.44% | 21.66%-8.2pp | 66.47%-53.0pp | 35.62%-22.2pp |
| Employer contribution / active EE | $2,417 | $1,799+34.3% | $2,728-11.4% | $2,756-12.3% |
| Participant deferral / active EE | $4,534 | $3,112+45.7% | $4,522+0.3% | $4,297+5.5% |
| Admin fee / account holder | $701 | $4,986-85.9% | $6,153-88.6% | $6,935-89.9% |