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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 | $63,771 | $114,712-44.4% | $173,730-63.3% | $87,485-27.1% |
| Participation rate | 79.7% | 73.0%+6.8pp | 79.6%+0.2pp | 68.9%+10.8pp |
| Annual return | 18.15% | 20.18%-2.0pp | 19.96%-1.8pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,916 | $2,904-34.0% | $4,577-58.1% | $2,596-26.2% |
| Participant deferral / active EE | $8,849 | $4,642+90.6% | $6,326+39.9% | $4,274+107.1% |
| Admin fee / account holder | $4,888 | $10,210-52.1% | $17,523-72.1% | $7,775-37.1% |