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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 | $70,268 | $72,273-2.8% | $101,275-30.6% | $79,856-12.0% |
| Participation rate | 97.0% | 68.5%+28.5pp | 75.8%+21.2pp | 69.6%+27.3pp |
| Annual return | 15.57% | 22.30%-6.7pp | 46.48%-30.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,024 | $2,691+12.4% | $3,660-17.4% | $2,471+22.4% |
| Participant deferral / active EE | $1,746 | $3,282-46.8% | $4,371-60.1% | $3,741-53.3% |
| Admin fee / account holder | $1,808 | $4,401-58.9% | $5,948-69.6% | $5,306-65.9% |