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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 | $69,279 | $101,795-31.9% | $165,100-58.0% | $80,959-14.4% |
| Participation rate | 84.6% | 71.8%+12.8pp | 78.6%+6.0pp | 67.7%+16.9pp |
| Annual return | 13.83% | 16.73%-2.9pp | 70.21%-56.4pp | 35.67%-21.8pp |
| Employer contribution / active EE | $3,422 | $2,954+15.8% | $4,348-21.3% | $2,757+24.1% |
| Participant deferral / active EE | $5,335 | $4,476+19.2% | $6,035-11.6% | $4,300+24.1% |
| Admin fee / account holder | $2,933 | $8,221-64.3% | $12,696-76.9% | $6,925-57.7% |