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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 | $69,154 | $86,949-20.5% | $102,460-32.5% | $80,959-14.6% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.7%+19.8pp |
| Annual return | 11.13% | 18.89%-7.8pp | 29.47%-18.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $5,794 | $2,370+144.5% | $3,025+91.5% | $2,757+110.1% |
| Participant deferral / active EE | $2,401 | $4,121-41.7% | $5,056-52.5% | $4,300-44.2% |
| Admin fee / account holder | $6,020 | $8,048-25.2% | $9,460-36.4% | $6,925-13.1% |