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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 | $74,665 | $81,331-8.2% | $155,534-52.0% | $80,935-7.7% |
| Participation rate | 82.8% | 66.3%+16.5pp | 78.2%+4.5pp | 67.7%+15.1pp |
| Annual return | 17.87% | 33.37%-15.5pp | 64.92%-47.0pp | 35.66%-17.8pp |
| Employer contribution / active EE | $9,491 | $3,105+205.7% | $4,675+103.0% | $2,757+244.3% |
| Participant deferral / active EE | $4,759 | $3,454+37.8% | $5,630-15.5% | $4,299+10.7% |
| Admin fee / account holder | $5,048 | $7,999-36.9% | $15,900-68.2% | $6,924-27.1% |