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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 | $75,960 | $106,864-28.9% | $147,318-48.4% | $82,637-8.1% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 15.66% | 27.49%-11.8pp | 70.43%-54.8pp | 53.51%-37.8pp |
| Employer contribution / active EE | $5,864 | $3,417+71.6% | $4,593+27.7% | $2,552+129.8% |
| Participant deferral / active EE | $8,648 | $6,496+33.1% | $7,906+9.4% | $4,126+109.6% |
| Admin fee / account holder | $1,591 | $8,415-81.1% | $13,708-88.4% | $7,339-78.3% |