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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 | $80,956 | $81,476-0.6% | $102,383-20.9% | $80,9250% |
| Participation rate | 96.2% | 66.8%+29.3pp | 74.5%+21.6pp | 67.7%+28.5pp |
| Annual return | 15.85% | 25.59%-9.7pp | 24.94%-9.1pp | 35.65%-19.8pp |
| Employer contribution / active EE | $3,943 | $3,105+27.0% | $3,870+1.9% | $2,756+43.1% |
| Participant deferral / active EE | $8,451 | $3,871+118.3% | $5,060+67.0% | $4,299+96.6% |
| Admin fee / account holder | $14,875 | $6,717+121.4% | $8,391+77.3% | $6,940+114.3% |