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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 | $65,448 | $96,562-32.2% | $80,976-19.2% | $273,968-76.1% |
| Participation rate | 88.2% | 79.1%+9.1pp | 75.8%+12.4pp | 83.0%+5.2pp |
| Annual return | 5.71% | 15.14%-9.4pp | 17.10%-11.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,872 | $4,868-61.5% | $3,714-49.6% | $4,869-61.5% |
| Participant deferral / active EE | $7,785 | $6,597+18.0% | $5,696+36.7% | $5,287+47.2% |
| Admin fee / account holder | $20,186 | $7,493+169.4% | $5,516+265.9% | $10,132+99.2% |