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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 | $80,071 | $107,733-25.7% | $92,985-13.9% | $154,746-48.3% |
| Participation rate | 88.9% | 74.6%+14.3pp | 69.5%+19.4pp | 80.7%+8.2pp |
| Annual return | 14.32% | 30.39%-16.1pp | 27.99%-13.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $2,124 | $3,126-32.0% | $2,662-20.2% | $4,379-51.5% |
| Participant deferral / active EE | $2,390 | $5,053-52.7% | $4,377-45.4% | $6,730-64.5% |
| Admin fee / account holder | $315 | $11,369-97.2% | $9,463-96.7% | $14,365-97.8% |