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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 | $70,970 | $76,407-7.1% | $150,298-52.8% | $82,448-13.9% |
| Participation rate | 91.8% | 66.4%+25.4pp | 77.8%+14.1pp | 68.1%+23.8pp |
| Annual return | 14.15% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,993 | $2,614+14.5% | $4,154-27.9% | $2,551+17.3% |
| Participant deferral / active EE | $5,598 | $3,214+74.2% | $5,453+2.7% | $4,139+35.2% |
| Admin fee / account holder | $10,826 | $6,352+70.4% | $14,116-23.3% | $7,234+49.6% |