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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 | $74,731 | $86,919-14.0% | $102,457-27.1% | $80,911-7.6% |
| Participation rate | 91.8% | 72.4%+19.4pp | 76.5%+15.3pp | 67.6%+24.2pp |
| Annual return | 27.40% | 18.90%+8.5pp | 29.41%-2.0pp | 35.63%-8.2pp |
| Employer contribution / active EE | $4,061 | $2,368+71.5% | $3,022+34.4% | $2,756+47.4% |
| Participant deferral / active EE | $6,174 | $4,119+49.9% | $5,054+22.2% | $4,297+43.7% |
| Admin fee / account holder | $33,452 | $8,049+315.6% | $9,451+253.9% | $6,935+382.4% |