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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 | $70,143 | $77,574-9.6% | $108,753-35.5% | $86,983-19.4% |
| Participation rate | 96.8% | 62.3%+34.5pp | 71.1%+25.7pp | 69.5%+27.2pp |
| Annual return | 16.27% | 18.42%-2.2pp | 37.47%-21.2pp | 25.83%-9.6pp |
| Employer contribution / active EE | $5,586 | $1,611+246.8% | $2,427+130.2% | $2,584+116.1% |
| Participant deferral / active EE | $4,164 | $3,128+33.1% | $4,115+1.2% | $4,194-0.7% |
| Admin fee / account holder | $1,638 | $6,529-74.9% | $10,320-84.1% | $7,856-79.1% |