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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 | $63,234 | $67,602-6.5% | $82,312-23.2% | $70,126-9.8% |
| Participation rate | 85.9% | 72.8%+13.1pp | 76.9%+9.0pp | 69.5%+16.3pp |
| Annual return | 17.80% | 21.57%-3.8pp | 25.88%-8.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,115 | $1,755-36.5% | $2,428-54.1% | $2,343-52.4% |
| Participant deferral / active EE | $5,863 | $2,987+96.3% | $3,706+58.2% | $3,332+76.0% |
| Admin fee / account holder | $6,263 | $4,512+38.8% | $5,608+11.7% | $4,645+34.8% |