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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 | $88,419 | $57,140+54.7% | $85,240+3.7% | $80,959+9.2% |
| Participation rate | 92.2% | 56.4%+35.7pp | 67.5%+24.6pp | 67.7%+24.5pp |
| Annual return | 16.05% | 21.71%-5.7pp | 66.75%-50.7pp | 35.67%-19.6pp |
| Employer contribution / active EE | $680 | $1,802-62.3% | $2,735-75.1% | $2,757-75.3% |
| Participant deferral / active EE | $6,744 | $3,115+116.5% | $4,527+49.0% | $4,300+56.8% |
| Admin fee / account holder | $1,196 | $4,992-76.0% | $6,165-80.6% | $6,925-82.7% |