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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 | $64,140 | $81,487-21.3% | $102,412-37.4% | $80,935-20.8% |
| Participation rate | 77.9% | 66.8%+11.1pp | 74.5%+3.4pp | 67.7%+10.2pp |
| Annual return | 13.17% | 25.60%-12.4pp | 24.94%-11.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $2,995 | $3,103-3.5% | $3,870-22.6% | $2,757+8.6% |
| Participant deferral / active EE | $5,505 | $3,871+42.2% | $5,060+8.8% | $4,299+28.0% |
| Admin fee / account holder | $7,435 | $6,717+10.7% | $8,388-11.4% | $6,924+7.4% |