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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 | $78,333 | $88,996-12.0% | $78,004+0.4% | $138,895-43.6% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.4%+18.1pp | 79.9%+7.6pp |
| Annual return | 16.77% | 28.03%-11.3pp | 31.07%-14.3pp | 145.39%-128.6pp |
| Employer contribution / active EE | $11,353 | $2,917+289.2% | $2,469+359.8% | $4,194+170.7% |
| Participant deferral / active EE | $8,763 | $4,724+85.5% | $4,092+114.2% | $6,396+37.0% |
| Admin fee / account holder | $3,444 | $8,807-60.9% | $7,578-54.6% | $12,562-72.6% |