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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 | $63,296 | $86,919-27.2% | $102,457-38.2% | $80,911-21.8% |
| Participation rate | 94.9% | 72.4%+22.6pp | 76.5%+18.4pp | 67.6%+27.3pp |
| Annual return | 21.54% | 18.90%+2.6pp | 29.41%-7.9pp | 35.63%-14.1pp |
| Employer contribution / active EE | $1,704 | $2,368-28.0% | $3,022-43.6% | $2,756-38.2% |
| Participant deferral / active EE | $5,002 | $4,119+21.4% | $5,054-1.0% | $4,297+16.4% |
| Admin fee / account holder | $6,342 | $8,049-21.2% | $9,451-32.9% | $6,935-8.5% |