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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 | $64,829 | $138,393-53.2% | $184,256-64.8% | $80,959-19.9% |
| Participation rate | 80.4% | 83.9%-3.5pp | 86.8%-6.4pp | 67.7%+12.7pp |
| Annual return | 28.11% | 20.01%+8.1pp | 28.85%-0.7pp | 35.67%-7.6pp |
| Employer contribution / active EE | $6,385 | $4,847+31.7% | $6,427-0.7% | $2,757+131.6% |
| Participant deferral / active EE | $10,153 | $7,076+43.5% | $9,133+11.2% | $4,300+136.1% |
| Admin fee / account holder | $1,828 | $10,489-82.6% | $13,899-86.8% | $6,925-73.6% |