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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 | $61,129 | $95,453-36.0% | $112,040-45.4% | $82,448-25.9% |
| Participation rate | 88.1% | 72.8%+15.3pp | 76.5%+11.6pp | 68.1%+20.0pp |
| Annual return | 18.17% | 23.92%-5.8pp | 24.52%-6.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,364 | $2,318-41.2% | $2,954-53.8% | $2,551-46.5% |
| Participant deferral / active EE | $3,396 | $4,224-19.6% | $5,098-33.4% | $4,139-18.0% |
| Admin fee / account holder | $8,810 | $9,013-2.3% | $12,098-27.2% | $7,234+21.8% |