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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 | $68,839 | $73,787-6.7% | $98,716-30.3% | $82,448-16.5% |
| Participation rate | 87.7% | 61.4%+26.2pp | 69.3%+18.4pp | 68.1%+19.6pp |
| Annual return | 14.27% | 18.57%-4.3pp | 31.81%-17.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $655 | $1,511-56.7% | $2,279-71.3% | $2,551-74.3% |
| Participant deferral / active EE | $5,058 | $3,081+64.2% | $4,048+25.0% | $4,139+22.2% |
| Admin fee / account holder | $7,636 | $6,500+17.5% | $8,703-12.3% | $7,234+5.5% |