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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 | $69,695 | $73,988-5.8% | $96,538-27.8% | $75,177-7.3% |
| Participation rate | 96.4% | 66.4%+30.0pp | 74.3%+22.1pp | 67.2%+29.2pp |
| Annual return | 21.10% | 26.73%-5.6pp | 35.74%-14.6pp | 160.75%-139.7pp |
| Employer contribution / active EE | $2,036 | $2,930-30.5% | $3,740-45.6% | $2,671-23.8% |
| Participant deferral / active EE | $5,457 | $3,660+49.1% | $4,880+11.8% | $4,126+32.3% |
| Admin fee / account holder | $5,426 | $5,220+4.0% | $6,737-19.5% | $5,651-4.0% |