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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 | $60,224 | $64,920-7.2% | $103,693-41.9% | $86,983-30.8% |
| Participation rate | 93.5% | 63.6%+29.9pp | 72.6%+20.9pp | 69.5%+24.0pp |
| Annual return | 19.05% | 30.29%-11.2pp | 47.61%-28.6pp | 25.83%-6.8pp |
| Employer contribution / active EE | $2,420 | $2,141+13.0% | $2,920-17.1% | $2,584-6.4% |
| Participant deferral / active EE | $5,641 | $3,241+74.0% | $4,579+23.2% | $4,194+34.5% |
| Admin fee / account holder | $4,881 | $6,191-21.2% | $7,858-37.9% | $7,856-37.9% |