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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 | $62,805 | $93,064-32.5% | $74,577-15.8% | $273,972-77.1% |
| Participation rate | 86.7% | 74.9%+11.7pp | 68.1%+18.6pp | 83.0%+3.7pp |
| Annual return | 6.98% | 26.18%-19.2pp | 20.47%-13.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $3,919 | $3,160+24.0% | $2,525+55.2% | $4,869-19.5% |
| Participant deferral / active EE | $9,638 | $4,160+131.6% | $3,458+178.7% | $5,287+82.3% |
| Admin fee / account holder | $1,513 | $5,273-71.3% | $4,138-63.4% | $10,133-85.1% |