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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 | $69,307 | $64,920+6.8% | $103,693-33.2% | $86,983-20.3% |
| Participation rate | 78.4% | 63.6%+14.8pp | 72.6%+5.8pp | 69.5%+8.9pp |
| Annual return | 19.91% | 30.29%-10.4pp | 47.61%-27.7pp | 25.83%-5.9pp |
| Employer contribution / active EE | $2,860 | $2,141+33.6% | $2,920-2.1% | $2,584+10.7% |
| Participant deferral / active EE | $6,454 | $3,241+99.1% | $4,579+40.9% | $4,194+53.9% |
| Admin fee / account holder | $18,837 | $6,191+204.2% | $7,858+139.7% | $7,856+139.8% |