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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 | $81,504-15.1% | $102,437-32.5% | $80,959-14.6% |
| Participation rate | 96.0% | 66.9%+29.1pp | 74.5%+21.5pp | 67.7%+28.3pp |
| Annual return | 16.35% | 25.60%-9.2pp | 24.95%-8.6pp | 35.67%-19.3pp |
| Employer contribution / active EE | $4,322 | $3,104+39.3% | $3,871+11.7% | $2,757+56.7% |
| Participant deferral / active EE | $6,680 | $3,871+72.6% | $5,060+32.0% | $4,300+55.3% |
| Admin fee / account holder | $997 | $6,719-85.2% | $8,388-88.1% | $6,925-85.6% |