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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 | $90,273 | $59,804+50.9% | $81,982+10.1% | $79,856+13.0% |
| Participation rate | 77.8% | 61.6%+16.1pp | 69.3%+8.5pp | 69.6%+8.1pp |
| Annual return | 12.68% | 17.56%-4.9pp | 41.31%-28.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $763 | $1,713-55.5% | $2,498-69.4% | $2,471-69.1% |
| Participant deferral / active EE | $6,197 | $2,695+129.9% | $3,722+66.5% | $3,741+65.7% |
| Admin fee / account holder | $5,467 | $4,288+27.5% | $5,665-3.5% | $5,306+3.0% |