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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 | $71,283 | $213,785-66.7% | $185,441-61.6% | $155,188-54.1% |
| Participation rate | 95.8% | 83.2%+12.6pp | 80.3%+15.6pp | 80.8%+15.0pp |
| Annual return | 11.43% | 19.97%-8.5pp | 20.16%-8.7pp | 148.84%-137.4pp |
| Employer contribution / active EE | $2,814 | $5,393-47.8% | $4,672-39.8% | $4,248-33.8% |
| Participant deferral / active EE | $6,379 | $6,864-7.1% | $6,152+3.7% | $6,531-2.3% |
| Admin fee / account holder | $12,329 | $21,134-41.7% | $17,890-31.1% | $14,480-14.9% |