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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 | $72,827 | $90,486-19.5% | $78,676-7.4% | $273,972-73.4% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 8.67% | 75.62%-67.0pp | 62.19%-53.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $7,809 | $3,175+146.0% | $2,850+174.0% | $4,869+60.4% |
| Participant deferral / active EE | $8,911 | $3,901+128.4% | $3,517+153.4% | $5,287+68.5% |
| Admin fee / account holder | $16,851 | $5,263+220.2% | $4,510+273.6% | $10,133+66.3% |