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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 | $62,882 | $181,896-65.4% | $156,551-59.8% | $273,972-77.0% |
| Participation rate | 95.0% | 88.4%+6.6pp | 84.0%+11.0pp | 83.0%+12.0pp |
| Annual return | 5.09% | 30.74%-25.7pp | 32.23%-27.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $3,361 | $6,248-46.2% | $5,501-38.9% | $4,869-31.0% |
| Participant deferral / active EE | $3,899 | $5,550-29.7% | $4,871-19.9% | $5,287-26.2% |
| Admin fee / account holder | $418 | $15,560-97.3% | $13,028-96.8% | $10,133-95.9% |