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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 | $73,652 | $81,358-9.5% | $155,556-52.7% | $80,959-9.0% |
| Participation rate | 77.8% | 66.3%+11.5pp | 78.2%-0.4pp | 67.7%+10.1pp |
| Annual return | 49.18% | 33.39%+15.8pp | 64.84%-15.7pp | 35.67%+13.5pp |
| Employer contribution / active EE | $2,457 | $3,106-20.9% | $4,675-47.4% | $2,757-10.9% |
| Participant deferral / active EE | $9,182 | $3,455+165.7% | $5,631+63.1% | $4,300+113.5% |
| Admin fee / account holder | $7,275 | $7,994-9.0% | $15,885-54.2% | $6,925+5.1% |