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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 | $100,902 | $181,896-44.5% | $156,551-35.5% | $273,972-63.2% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 2.91% | 30.74%-27.8pp | 32.23%-29.3pp | 41.46%-38.5pp |
| Employer contribution / active EE | $3,384 | $6,248-45.8% | $5,501-38.5% | $4,869-30.5% |
| Participant deferral / active EE | $6,769 | $5,550+22.0% | $4,871+39.0% | $5,287+28.0% |
| Admin fee / account holder | $333 | $15,560-97.9% | $13,028-97.4% | $10,133-96.7% |