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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 | $70,164 | $95,453-26.5% | $112,040-37.4% | $82,448-14.9% |
| Participation rate | 97.9% | 72.8%+25.2pp | 76.5%+21.4pp | 68.1%+29.8pp |
| Annual return | 13.15% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $3,254 | $2,318+40.4% | $2,954+10.2% | $2,551+27.6% |
| Participant deferral / active EE | $3,449 | $4,224-18.3% | $5,098-32.3% | $4,139-16.7% |
| Admin fee / account holder | $64,525 | $9,013+615.9% | $12,098+433.3% | $7,234+791.9% |