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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 | $58,070 | $81,331-28.6% | $155,534-62.7% | $80,935-28.3% |
| Participation rate | 88.9% | 66.3%+22.6pp | 78.2%+10.7pp | 67.7%+21.2pp |
| Annual return | 15.19% | 33.37%-18.2pp | 64.92%-49.7pp | 35.66%-20.5pp |
| Employer contribution / active EE | $3,857 | $3,105+24.2% | $4,675-17.5% | $2,757+39.9% |
| Participant deferral / active EE | $6,604 | $3,454+91.2% | $5,630+17.3% | $4,299+53.6% |
| Admin fee / account holder | $11,141 | $7,999+39.3% | $15,900-29.9% | $6,924+60.9% |