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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 | $68,593 | $106,524-35.6% | $152,301-55.0% | $87,485-21.6% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.4%+15.2pp | 68.9%+28.7pp |
| Annual return | 22.84% | 26.89%-4.1pp | 80.50%-57.7pp | 26.06%-3.2pp |
| Employer contribution / active EE | $6,521 | $3,371+93.4% | $4,624+41.0% | $2,596+151.2% |
| Participant deferral / active EE | $18,509 | $6,525+183.7% | $8,004+131.3% | $4,274+333.1% |
| Admin fee / account holder | $5,729 | $8,287-30.9% | $14,398-60.2% | $7,775-26.3% |