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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 | $60,010 | $79,955-24.9% | $98,461-39.1% | $75,173-20.2% |
| Participation rate | 86.5% | 70.4%+16.1pp | 75.2%+11.3pp | 67.2%+19.3pp |
| Annual return | 15.00% | 19.75%-4.7pp | 21.17%-6.2pp | 160.72%-145.7pp |
| Employer contribution / active EE | $1,714 | $2,264-24.3% | $3,049-43.8% | $2,671-35.8% |
| Participant deferral / active EE | $4,379 | $3,752+16.7% | $4,738-7.6% | $4,126+6.1% |
| Admin fee / account holder | $1,970 | $6,841-71.2% | $8,961-78.0% | $5,651-65.1% |