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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 | $62,316 | $73,787-15.5% | $98,716-36.9% | $82,448-24.4% |
| Participation rate | 91.3% | 61.4%+29.9pp | 69.3%+22.0pp | 68.1%+23.2pp |
| Annual return | 16.00% | 18.57%-2.6pp | 31.81%-15.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $4,486 | $1,511+196.9% | $2,279+96.9% | $2,551+75.9% |
| Participant deferral / active EE | $9,191 | $3,081+198.3% | $4,048+127.1% | $4,139+122.0% |
| Admin fee / account holder | $7,843 | $6,500+20.7% | $8,703-9.9% | $7,234+8.4% |