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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 | $72,934 | $95,453-23.6% | $112,040-34.9% | $82,448-11.5% |
| Participation rate | 93.2% | 72.8%+20.4pp | 76.5%+16.7pp | 68.1%+25.1pp |
| Annual return | 14.07% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $5,017 | $2,318+116.5% | $2,954+69.8% | $2,551+96.7% |
| Participant deferral / active EE | $5,001 | $4,224+18.4% | $5,098-1.9% | $4,139+20.8% |
| Admin fee / account holder | $19,841 | $9,013+120.1% | $12,098+64.0% | $7,234+174.3% |