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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 | $71,209 | $81,487-12.6% | $102,412-30.5% | $80,935-12.0% |
| Participation rate | 95.1% | 66.8%+28.2pp | 74.5%+20.6pp | 67.7%+27.4pp |
| Annual return | 22.92% | 25.60%-2.7pp | 24.94%-2.0pp | 35.66%-12.7pp |
| Employer contribution / active EE | $3,633 | $3,103+17.1% | $3,870-6.1% | $2,757+31.8% |
| Participant deferral / active EE | $8,561 | $3,871+121.2% | $5,060+69.2% | $4,299+99.1% |
| Admin fee / account holder | $2,275 | $6,717-66.1% | $8,388-72.9% | $6,924-67.1% |