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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 | $75,672 | $95,453-20.7% | $112,040-32.5% | $82,448-8.2% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.5%+21.4pp | 68.1%+29.8pp |
| Annual return | 16.64% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $4,259 | $2,318+83.8% | $2,954+44.2% | $2,551+67.0% |
| Participant deferral / active EE | $7,664 | $4,224+81.4% | $5,098+50.3% | $4,139+85.2% |
| Admin fee / account holder | $17,760 | $9,013+97.0% | $12,098+46.8% | $7,234+145.5% |