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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 | $53,645 | $74,535-28.0% | $100,712-46.7% | $82,637-35.1% |
| Participation rate | 97.9% | 61.2%+36.7pp | 69.3%+28.6pp | 68.1%+29.9pp |
| Annual return | 15.09% | 18.92%-3.8pp | 33.27%-18.2pp | 53.51%-38.4pp |
| Employer contribution / active EE | $6,723 | $1,503+347.4% | $2,313+190.7% | $2,552+163.4% |
| Participant deferral / active EE | $10,616 | $3,074+245.4% | $4,085+159.9% | $4,126+157.3% |
| Admin fee / account holder | $10,505 | $6,576+59.7% | $9,256+13.5% | $7,339+43.1% |