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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 | $74,690 | $115,931-35.6% | $185,441-59.7% | $86,983-14.1% |
| Participation rate | 78.0% | 73.6%+4.4pp | 80.3%-2.3pp | 69.5%+8.5pp |
| Annual return | 22.42% | 21.47%+0.9pp | 20.16%+2.3pp | 25.83%-3.4pp |
| Employer contribution / active EE | $6,550 | $2,937+123.0% | $4,672+40.2% | $2,584+153.4% |
| Participant deferral / active EE | $7,173 | $4,551+57.6% | $6,152+16.6% | $4,194+71.0% |
| Admin fee / account holder | $3,772 | $10,687-64.7% | $17,890-78.9% | $7,856-52.0% |