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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 | $113,464 | $153,769-26.2% | $133,975-15.3% | $273,972-58.6% |
| Participation rate | 94.1% | 88.4%+5.8pp | 87.1%+7.1pp | 83.0%+11.1pp |
| Annual return | 8.27% | 36.51%-28.2pp | 29.29%-21.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,233 | $6,029-46.4% | $5,211-38.0% | $4,869-33.6% |
| Participant deferral / active EE | $4,546 | $6,958-34.7% | $6,282-27.6% | $5,287-14.0% |
| Admin fee / account holder | $2,571 | $11,765-78.1% | $9,324-72.4% | $10,133-74.6% |