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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 | $75,135 | $97,550-23.0% | $120,344-37.6% | $87,485-14.1% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.7%+20.7pp | 68.9%+28.5pp |
| Annual return | 16.47% | 18.41%-1.9pp | 20.30%-3.8pp | 26.06%-9.6pp |
| Employer contribution / active EE | $4,128 | $2,291+80.2% | $3,020+36.7% | $2,596+59.0% |
| Participant deferral / active EE | $3,212 | $4,230-24.1% | $5,135-37.5% | $4,274-24.9% |
| Admin fee / account holder | $2,419 | $9,543-74.6% | $12,742-81.0% | $7,775-68.9% |