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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 | $75,773 | $110,240-31.3% | $96,544-21.5% | $139,487-45.7% |
| Participation rate | 84.6% | 78.1%+6.5pp | 76.0%+8.6pp | 80.3%+4.3pp |
| Annual return | 19.50% | 26.41%-6.9pp | 25.88%-6.4pp | 373.84%-354.3pp |
| Employer contribution / active EE | $2,469 | $3,622-31.8% | $2,966-16.8% | $4,755-48.1% |
| Participant deferral / active EE | $4,342 | $5,549-21.7% | $4,851-10.5% | $6,713-35.3% |
| Admin fee / account holder | $2,731 | $11,602-76.5% | $8,254-66.9% | $11,407-76.1% |