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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 | $81,457-12.6% | $103,378-31.1% | $80,911-12.0% |
| Participation rate | 95.1% | 66.8%+28.2pp | 74.5%+20.6pp | 67.6%+27.4pp |
| Annual return | 22.92% | 25.58%-2.7pp | 24.91%-2.0pp | 35.63%-12.7pp |
| Employer contribution / active EE | $3,633 | $3,107+16.9% | $3,870-6.1% | $2,756+31.8% |
| Participant deferral / active EE | $8,561 | $3,871+121.2% | $5,058+69.3% | $4,297+99.2% |
| Admin fee / account holder | $2,275 | $6,717-66.1% | $8,401-72.9% | $6,935-67.2% |