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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 | $65,993 | $108,825-39.4% | $156,181-57.7% | $82,448-20.0% |
| Participation rate | 82.8% | 72.4%+10.4pp | 78.8%+3.9pp | 68.1%+14.7pp |
| Annual return | 18.41% | 20.59%-2.2pp | 64.87%-46.5pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,379 | $2,870-17.1% | $4,294-44.6% | $2,551-6.7% |
| Participant deferral / active EE | $5,255 | $4,577+14.8% | $6,132-14.3% | $4,139+27.0% |
| Admin fee / account holder | $3,682 | $9,341-60.6% | $14,586-74.8% | $7,234-49.1% |