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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 | $70,518 | $101,798-30.7% | $165,071-57.3% | $80,935-12.9% |
| Participation rate | 82.9% | 71.8%+11.0pp | 78.6%+4.2pp | 67.7%+15.2pp |
| Annual return | 17.25% | 16.73%+0.5pp | 70.17%-52.9pp | 35.66%-18.4pp |
| Employer contribution / active EE | $1,812 | $2,954-38.7% | $4,347-58.3% | $2,757-34.3% |
| Participant deferral / active EE | $2,693 | $4,476-39.8% | $6,035-55.4% | $4,299-37.4% |
| Admin fee / account holder | $4,040 | $8,221-50.9% | $12,695-68.2% | $6,924-41.7% |