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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 | $62,632 | $86,949-28.0% | $102,460-38.9% | $80,959-22.6% |
| Participation rate | 91.8% | 72.4%+19.4pp | 76.5%+15.3pp | 67.7%+24.1pp |
| Annual return | 17.44% | 18.89%-1.5pp | 29.47%-12.0pp | 35.67%-18.2pp |
| Employer contribution / active EE | $1,670 | $2,370-29.5% | $3,025-44.8% | $2,757-39.4% |
| Participant deferral / active EE | $6,090 | $4,121+47.8% | $5,056+20.5% | $4,300+41.6% |
| Admin fee / account holder | $8,880 | $8,048+10.3% | $9,460-6.1% | $6,925+28.2% |