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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 | $68,656 | $138,385-50.4% | $184,200-62.7% | $80,874-15.1% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.6%+24.7pp |
| Annual return | 16.89% | 20.02%-3.1pp | 28.80%-11.9pp | 35.62%-18.7pp |
| Employer contribution / active EE | $9,304 | $4,849+91.9% | $6,424+44.8% | $2,756+237.6% |
| Participant deferral / active EE | $14,346 | $7,073+102.8% | $9,132+57.1% | $4,297+233.9% |
| Admin fee / account holder | $822 | $10,483-92.2% | $13,907-94.1% | $6,935-88.1% |