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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 | $79,235 | $86,949-8.9% | $102,460-22.7% | $80,959-2.1% |
| Participation rate | 97.5% | 72.4%+25.1pp | 76.5%+21.0pp | 67.7%+29.8pp |
| Annual return | 10.49% | 18.89%-8.4pp | 29.47%-19.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,199 | $2,370-49.4% | $3,025-60.4% | $2,757-56.5% |
| Participant deferral / active EE | $5,540 | $4,121+34.4% | $5,056+9.6% | $4,300+28.8% |
| Admin fee / account holder | $18,046 | $8,048+124.2% | $9,460+90.8% | $6,925+160.6% |