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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 | $79,361 | $86,940-8.7% | $102,434-22.5% | $80,935-1.9% |
| Participation rate | 97.8% | 72.4%+25.4pp | 76.5%+21.3pp | 67.7%+30.2pp |
| Annual return | 15.27% | 18.89%-3.6pp | 29.46%-14.2pp | 35.66%-20.4pp |
| Employer contribution / active EE | $4,124 | $2,370+74.0% | $3,023+36.4% | $2,757+49.6% |
| Participant deferral / active EE | $7,209 | $4,121+74.9% | $5,055+42.6% | $4,299+67.7% |
| Admin fee / account holder | $8,704 | $8,047+8.2% | $9,462-8.0% | $6,924+25.7% |