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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 | $62,715 | $72,486-13.5% | $87,103-28.0% | $72,976-14.1% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.9%+21.4pp | 69.5%+28.8pp |
| Annual return | 18.90% | 24.46%-5.6pp | 28.19%-9.3pp | 81.02%-62.1pp |
| Employer contribution / active EE | $4,658 | $1,894+146.0% | $2,521+84.7% | $2,440+90.9% |
| Participant deferral / active EE | $5,680 | $3,270+73.7% | $4,049+40.3% | $3,608+57.4% |
| Admin fee / account holder | $3,623 | $5,055-28.3% | $7,491-51.6% | $5,124-29.3% |