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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 | $77,270 | $95,453-19.0% | $112,040-31.0% | $82,448-6.3% |
| Participation rate | 86.1% | 72.8%+13.4pp | 76.5%+9.6pp | 68.1%+18.0pp |
| Annual return | 15.56% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,366 | $2,318+2.1% | $2,954-19.9% | $2,551-7.2% |
| Participant deferral / active EE | $6,019 | $4,224+42.5% | $5,098+18.1% | $4,139+45.4% |
| Admin fee / account holder | $12,004 | $9,013+33.2% | $12,098-0.8% | $7,234+65.9% |