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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 | $72,128 | $81,358-11.3% | $155,556-53.6% | $80,959-10.9% |
| Participation rate | 96.4% | 66.3%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 11.69% | 33.39%-21.7pp | 64.84%-53.1pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,704 | $3,106-13.0% | $4,675-42.2% | $2,757-1.9% |
| Participant deferral / active EE | $4,680 | $3,455+35.5% | $5,631-16.9% | $4,300+8.8% |
| Admin fee / account holder | $31,782 | $7,994+297.6% | $15,885+100.1% | $6,925+358.9% |