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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 | $94,304 | $181,896-48.2% | $156,551-39.8% | $273,972-65.6% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 5.90% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,528 | $6,248-75.5% | $5,501-72.2% | $4,869-68.6% |
| Participant deferral / active EE | $4,159 | $5,550-25.1% | $4,871-14.6% | $5,287-21.3% |
| Admin fee / account holder | $2,154 | $15,560-86.2% | $13,028-83.5% | $10,133-78.7% |