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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 | $74,990 | $101,778-26.3% | $164,975-54.5% | $80,925-7.3% |
| Participation rate | 96.4% | 71.8%+24.6pp | 78.6%+17.8pp | 67.7%+28.8pp |
| Annual return | 12.46% | 16.73%-4.3pp | 70.12%-57.7pp | 35.65%-23.2pp |
| Employer contribution / active EE | $2,693 | $2,954-8.8% | $4,343-38.0% | $2,756-2.3% |
| Participant deferral / active EE | $4,172 | $4,477-6.8% | $6,033-30.9% | $4,299-3.0% |
| Admin fee / account holder | $2,604 | $8,221-68.3% | $12,688-79.5% | $6,940-62.5% |