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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 | $86,305 | $136,860-36.9% | $120,344-28.3% | $154,746-44.2% |
| Participation rate | 90.5% | 79.9%+10.6pp | 76.7%+13.8pp | 80.7%+9.8pp |
| Annual return | 18.53% | 21.38%-2.8pp | 20.30%-1.8pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,327 | $3,533-34.1% | $3,020-22.9% | $4,379-46.9% |
| Participant deferral / active EE | $6,868 | $5,793+18.5% | $5,135+33.8% | $6,730+2.0% |
| Admin fee / account holder | $8,892 | $15,393-42.2% | $12,742-30.2% | $14,365-38.1% |