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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 | $81,676 | $107,733-24.2% | $92,985-12.2% | $154,746-47.2% |
| Participation rate | 89.5% | 74.6%+14.9pp | 69.5%+20.0pp | 80.7%+8.8pp |
| Annual return | 17.36% | 30.39%-13.0pp | 27.99%-10.6pp | 172.34%-155.0pp |
| Employer contribution / active EE | $5,217 | $3,126+66.9% | $2,662+96.0% | $4,379+19.1% |
| Participant deferral / active EE | $4,162 | $5,053-17.6% | $4,377-4.9% | $6,730-38.2% |
| Admin fee / account holder | $4,708 | $11,369-58.6% | $9,463-50.2% | $14,365-67.2% |