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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 | $72,109 | $79,961-9.8% | $98,462-26.8% | $75,177-4.1% |
| Participation rate | 97.9% | 70.4%+27.5pp | 75.2%+22.7pp | 67.2%+30.7pp |
| Annual return | 16.49% | 19.75%-3.3pp | 21.17%-4.7pp | 160.75%-144.3pp |
| Employer contribution / active EE | $3,209 | $2,264+41.7% | $3,049+5.2% | $2,671+20.1% |
| Participant deferral / active EE | $5,112 | $3,753+36.2% | $4,738+7.9% | $4,126+23.9% |
| Admin fee / account holder | $1,429 | $6,842-79.1% | $8,875-83.9% | $5,651-74.7% |