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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 | $62,777 | $181,896-65.5% | $156,551-59.9% | $273,972-77.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 7.50% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,865 | $6,248-70.1% | $5,501-66.1% | $4,869-61.7% |
| Participant deferral / active EE | $4,675 | $5,550-15.8% | $4,871-4.0% | $5,287-11.6% |
| Admin fee / account holder | $757 | $15,560-95.1% | $13,028-94.2% | $10,133-92.5% |