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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 | $75,569 | $108,825-30.6% | $156,181-51.6% | $82,448-8.3% |
| Participation rate | 93.4% | 72.4%+21.1pp | 78.8%+14.6pp | 68.1%+25.4pp |
| Annual return | 14.77% | 20.59%-5.8pp | 64.87%-50.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,624 | $2,870-43.4% | $4,294-62.2% | $2,551-36.4% |
| Participant deferral / active EE | $3,902 | $4,577-14.8% | $6,132-36.4% | $4,139-5.7% |
| Admin fee / account holder | $12,155 | $9,341+30.1% | $14,586-16.7% | $7,234+68.0% |