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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 | $68,829 | $76,407-9.9% | $150,298-54.2% | $82,448-16.5% |
| Participation rate | 91.5% | 66.4%+25.1pp | 77.8%+13.7pp | 68.1%+23.4pp |
| Annual return | 16.02% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $6,778 | $2,614+159.3% | $4,154+63.2% | $2,551+165.7% |
| Participant deferral / active EE | $5,278 | $3,214+64.2% | $5,453-3.2% | $4,139+27.5% |
| Admin fee / account holder | $22,961 | $6,352+261.5% | $14,116+62.7% | $7,234+217.4% |