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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 | $56,422 | $99,875-43.5% | $146,866-61.6% | $86,983-35.1% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.5%+5.7pp | 69.5%+18.7pp |
| Annual return | 18.12% | 28.10%-10.0pp | 102.85%-84.7pp | 25.83%-7.7pp |
| Employer contribution / active EE | $3,572 | $3,224+10.8% | $4,425-19.3% | $2,584+38.2% |
| Participant deferral / active EE | $6,209 | $6,322-1.8% | $7,759-20.0% | $4,194+48.1% |
| Admin fee / account holder | $3,844 | $7,838-51.0% | $13,620-71.8% | $7,856-51.1% |