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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 | $63,166 | $54,541+15.8% | $78,778-19.8% | $70,126-9.9% |
| Participation rate | 89.3% | 60.8%+28.5pp | 69.2%+20.1pp | 69.5%+19.7pp |
| Annual return | 17.14% | 21.07%-3.9pp | 35.62%-18.5pp | 73.15%-56.0pp |
| Employer contribution / active EE | $2,372 | $1,089+117.9% | $1,986+19.4% | $2,343+1.2% |
| Participant deferral / active EE | $4,456 | $2,210+101.6% | $2,958+50.6% | $3,332+33.7% |
| Admin fee / account holder | $604 | $3,709-83.7% | $5,134-88.2% | $4,645-87.0% |