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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 | $60,349 | $78,197-22.8% | $98,090-38.5% | $82,637-27.0% |
| Participation rate | 92.9% | 77.5%+15.4pp | 81.5%+11.3pp | 68.1%+24.8pp |
| Annual return | 16.88% | 40.25%-23.4pp | 37.05%-20.2pp | 53.51%-36.6pp |
| Employer contribution / active EE | $5,174 | $2,605+98.7% | $3,606+43.5% | $2,552+102.7% |
| Participant deferral / active EE | $10,803 | $6,636+62.8% | $7,845+37.7% | $4,126+161.8% |
| Admin fee / account holder | $12,145 | $14,832-18.1% | $11,815+2.8% | $7,339+65.5% |