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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 | $108,340 | $181,896-40.4% | $156,551-30.8% | $273,972-60.5% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 7.93% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,059 | $6,248-67.1% | $5,501-62.6% | $4,869-57.7% |
| Participant deferral / active EE | $4,421 | $5,550-20.3% | $4,871-9.2% | $5,287-16.4% |
| Admin fee / account holder | $8,070 | $15,560-48.1% | $13,028-38.1% | $10,133-20.4% |