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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 | $69,186 | $106,864-35.3% | $147,318-53.0% | $82,637-16.3% |
| Participation rate | 98.6% | 75.5%+23.1pp | 82.1%+16.5pp | 68.1%+30.5pp |
| Annual return | 18.93% | 27.49%-8.6pp | 70.43%-51.5pp | 53.51%-34.6pp |
| Employer contribution / active EE | $3,822 | $3,417+11.9% | $4,593-16.8% | $2,552+49.8% |
| Participant deferral / active EE | $8,024 | $6,496+23.5% | $7,906+1.5% | $4,126+94.5% |
| Admin fee / account holder | $8,086 | $8,415-3.9% | $13,708-41.0% | $7,339+10.2% |