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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 | $130,941 | $215,361-39.2% | $171,082-23.5% | $273,972-52.2% |
| Participation rate | 95.7% | 82.0%+13.6pp | 76.7%+19.0pp | 83.0%+12.6pp |
| Annual return | 14.37% | 25.14%-10.8pp | 32.56%-18.2pp | 41.46%-27.1pp |
| Employer contribution / active EE | $1,697 | $4,967-65.8% | $4,002-57.6% | $4,869-65.1% |
| Participant deferral / active EE | $10,045 | $5,543+81.2% | $4,797+109.4% | $5,287+90.0% |
| Admin fee / account holder | $17,651 | $10,846+62.7% | $8,520+107.2% | $10,133+74.2% |