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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 | $68,999 | $73,978-6.7% | $96,515-28.5% | $75,173-8.2% |
| Participation rate | 98.6% | 66.4%+32.2pp | 74.3%+24.2pp | 67.2%+31.4pp |
| Annual return | 15.41% | 26.72%-11.3pp | 35.73%-20.3pp | 160.72%-145.3pp |
| Employer contribution / active EE | $5,801 | $2,931+97.9% | $3,740+55.1% | $2,671+117.2% |
| Participant deferral / active EE | $3,153 | $3,660-13.9% | $4,880-35.4% | $4,126-23.6% |
| Admin fee / account holder | $6,511 | $5,219+24.8% | $6,735-3.3% | $5,651+15.2% |