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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 | $84,447 | $107,421-21.4% | $182,262-53.7% | $94,015-10.2% |
| Participation rate | 88.2% | 77.8%+10.5pp | 84.2%+4.0pp | 70.8%+17.4pp |
| Annual return | 15.27% | 21.32%-6.1pp | 140.60%-125.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $4,629 | $3,448+34.3% | $5,046-8.3% | $2,790+65.9% |
| Participant deferral / active EE | $8,053 | $6,558+22.8% | $8,276-2.7% | $4,249+89.5% |
| Admin fee / account holder | $18,232 | $8,692+109.8% | $16,712+9.1% | $8,951+103.7% |