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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 | $66,519 | $156,398-57.5% | $147,318-54.8% | $138,895-52.1% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 14.56% | 78.75%-64.2pp | 70.43%-55.9pp | 145.39%-130.8pp |
| Employer contribution / active EE | $2,681 | $4,853-44.8% | $4,593-41.6% | $4,194-36.1% |
| Participant deferral / active EE | $4,865 | $8,237-40.9% | $7,906-38.5% | $6,396-23.9% |
| Admin fee / account holder | $13,895 | $14,976-7.2% | $13,708+1.4% | $12,562+10.6% |