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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 | $69,158 | $81,476-15.1% | $102,383-32.5% | $80,925-14.5% |
| Participation rate | 96.0% | 66.8%+29.2pp | 74.5%+21.5pp | 67.7%+28.3pp |
| Annual return | 16.35% | 25.59%-9.2pp | 24.94%-8.6pp | 35.65%-19.3pp |
| Employer contribution / active EE | $4,322 | $3,105+39.2% | $3,870+11.7% | $2,756+56.8% |
| Participant deferral / active EE | $6,680 | $3,871+72.6% | $5,060+32.0% | $4,299+55.4% |
| Admin fee / account holder | $997 | $6,717-85.2% | $8,391-88.1% | $6,940-85.6% |