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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 | $70,272 | $106,524-34.0% | $152,301-53.9% | $87,485-19.7% |
| Participation rate | 73.3% | 75.8%-2.5pp | 82.4%-9.2pp | 68.9%+4.3pp |
| Annual return | 17.33% | 26.89%-9.6pp | 80.50%-63.2pp | 26.06%-8.7pp |
| Employer contribution / active EE | $4,559 | $3,371+35.2% | $4,624-1.4% | $2,596+75.6% |
| Participant deferral / active EE | $8,724 | $6,525+33.7% | $8,004+9.0% | $4,274+104.1% |
| Admin fee / account holder | $16,330 | $8,287+97.1% | $14,398+13.4% | $7,775+110.0% |