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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 | $81,840 | $106,749-23.3% | $145,433-43.7% | $82,448-0.7% |
| Participation rate | 91.2% | 75.6%+15.5pp | 82.1%+9.1pp | 68.1%+23.1pp |
| Annual return | 19.07% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $3,010 | $3,444-12.6% | $4,554-33.9% | $2,551+18.0% |
| Participant deferral / active EE | $7,311 | $6,519+12.2% | $7,897-7.4% | $4,139+76.6% |
| Admin fee / account holder | $22,468 | $8,390+167.8% | $13,129+71.1% | $7,234+210.6% |