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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 | $76,981 | $97,648-21.2% | $121,663-36.7% | $87,485-12.0% |
| Participation rate | 87.5% | 70.5%+17.0pp | 74.5%+13.0pp | 68.9%+18.6pp |
| Annual return | 14.78% | 18.03%-3.2pp | 147.54%-132.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $2,695 | $2,300+17.2% | $3,020-10.8% | $2,596+3.8% |
| Participant deferral / active EE | $3,792 | $3,923-3.4% | $4,887-22.4% | $4,274-11.3% |
| Admin fee / account holder | $7,349 | $11,100-33.8% | $14,289-48.6% | $7,775-5.5% |