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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 | $68,474 | $69,273-1.2% | $90,796-24.6% | $82,637-17.1% |
| Participation rate | 85.9% | 64.0%+21.9pp | 69.5%+16.4pp | 68.1%+17.9pp |
| Annual return | 20.31% | 18.37%+1.9pp | 19.29%+1.0pp | 53.51%-33.2pp |
| Employer contribution / active EE | $1,561 | $1,865-16.3% | $2,294-31.9% | $2,552-38.8% |
| Participant deferral / active EE | $3,478 | $3,047+14.1% | $3,822-9.0% | $4,126-15.7% |
| Admin fee / account holder | $4,387 | $5,511-20.4% | $7,024-37.5% | $7,339-40.2% |