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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 | $104,063 | $181,896-42.8% | $156,551-33.5% | $273,972-62.0% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 9.21% | 30.74%-21.5pp | 32.23%-23.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $4,649 | $6,248-25.6% | $5,501-15.5% | $4,869-4.5% |
| Participant deferral / active EE | $8,680 | $5,550+56.4% | $4,871+78.2% | $5,287+64.2% |
| Admin fee / account holder | $3,847 | $15,560-75.3% | $13,028-70.5% | $10,133-62.0% |