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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 | $67,684 | $181,896-62.8% | $156,551-56.8% | $273,972-75.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 6.96% | 30.74%-23.8pp | 32.23%-25.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,733 | $6,248-72.3% | $5,501-68.5% | $4,869-64.4% |
| Participant deferral / active EE | $4,343 | $5,550-21.7% | $4,871-10.8% | $5,287-17.9% |
| Admin fee / account holder | $20,140 | $15,560+29.4% | $13,028+54.6% | $10,133+98.8% |