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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 | $72,092 | $108,825-33.8% | $156,181-53.8% | $82,448-12.6% |
| Participation rate | 94.2% | 72.4%+21.8pp | 78.8%+15.4pp | 68.1%+26.1pp |
| Annual return | 15.19% | 20.59%-5.4pp | 64.87%-49.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,194 | $2,870-58.4% | $4,294-72.2% | $2,551-53.2% |
| Participant deferral / active EE | $6,295 | $4,577+37.5% | $6,132+2.7% | $4,139+52.1% |
| Admin fee / account holder | $12,425 | $9,341+33.0% | $14,586-14.8% | $7,234+71.7% |