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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 | $67,466 | $76,407-11.7% | $150,298-55.1% | $82,448-18.2% |
| Participation rate | 88.0% | 66.4%+21.6pp | 77.8%+10.2pp | 68.1%+19.9pp |
| Annual return | 18.19% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $5,075 | $2,614+94.1% | $4,154+22.2% | $2,551+98.9% |
| Participant deferral / active EE | $4,924 | $3,214+53.2% | $5,453-9.7% | $4,139+19.0% |
| Admin fee / account holder | $6,520 | $6,352+2.6% | $14,116-53.8% | $7,234-9.9% |