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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 | $85,836 | $86,949-1.3% | $102,460-16.2% | $80,959+6.0% |
| Participation rate | 83.1% | 72.4%+10.7pp | 76.5%+6.6pp | 67.7%+15.4pp |
| Annual return | 13.01% | 18.89%-5.9pp | 29.47%-16.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $2,670 | $2,370+12.7% | $3,025-11.7% | $2,757-3.2% |
| Participant deferral / active EE | $5,500 | $4,121+33.5% | $5,056+8.8% | $4,300+27.9% |
| Admin fee / account holder | $2,565 | $8,048-68.1% | $9,460-72.9% | $6,925-63.0% |