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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 | $74,162 | $89,532-17.2% | $103,431-28.3% | $80,911-8.3% |
| Participation rate | 97.2% | 76.0%+21.2pp | 80.5%+16.7pp | 67.6%+29.6pp |
| Annual return | 23.51% | 22.80%+0.7pp | 23.92%-0.4pp | 35.63%-12.1pp |
| Employer contribution / active EE | $3,447 | $4,023-14.3% | $4,678-26.3% | $2,756+25.1% |
| Participant deferral / active EE | $8,902 | $5,459+63.1% | $6,625+34.4% | $4,297+107.2% |
| Admin fee / account holder | $1,896 | $6,774-72.0% | $9,412-79.9% | $6,935-72.7% |