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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 | $79,337 | $86,919-8.7% | $102,457-22.6% | $80,911-1.9% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.6%+28.9pp |
| Annual return | 12.90% | 18.90%-6.0pp | 29.41%-16.5pp | 35.63%-22.7pp |
| Employer contribution / active EE | $2,794 | $2,368+18.0% | $3,022-7.5% | $2,756+1.4% |
| Participant deferral / active EE | $4,417 | $4,119+7.2% | $5,054-12.6% | $4,297+2.8% |
| Admin fee / account holder | $4,867 | $8,049-39.5% | $9,451-48.5% | $6,935-29.8% |