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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 | $70,623 | $135,956-48.1% | $123,894-43.0% | $273,972-74.2% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 16.47% | 56.63%-40.2pp | 47.52%-31.0pp | 41.46%-25.0pp |
| Employer contribution / active EE | $3,263 | $5,170-36.9% | $4,617-29.3% | $4,869-33.0% |
| Participant deferral / active EE | $13,821 | $6,343+117.9% | $5,984+131.0% | $5,287+161.4% |
| Admin fee / account holder | $6,413 | $9,817-34.7% | $8,357-23.3% | $10,133-36.7% |