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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 | $72,392 | $80,985-10.6% | $96,576-25.0% | $75,181-3.7% |
| Participation rate | 96.0% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.8pp |
| Annual return | 17.53% | 27.05%-9.5pp | 25.87%-8.3pp | 160.69%-143.2pp |
| Employer contribution / active EE | $6,634 | $2,282+190.6% | $2,965+123.7% | $2,671+148.4% |
| Participant deferral / active EE | $5,055 | $3,929+28.7% | $4,851+4.2% | $4,126+22.5% |
| Admin fee / account holder | $7,351 | $6,719+9.4% | $8,253-10.9% | $5,650+30.1% |