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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 | $77,005 | $97,550-21.1% | $120,344-36.0% | $87,485-12.0% |
| Participation rate | 84.2% | 72.8%+11.4pp | 76.7%+7.5pp | 68.9%+15.3pp |
| Annual return | 15.17% | 18.41%-3.2pp | 20.30%-5.1pp | 26.06%-10.9pp |
| Employer contribution / active EE | $4,834 | $2,291+111.0% | $3,020+60.0% | $2,596+86.2% |
| Participant deferral / active EE | $4,059 | $4,230-4.0% | $5,135-21.0% | $4,274-5.0% |
| Admin fee / account holder | $8,679 | $9,543-9.1% | $12,742-31.9% | $7,775+11.6% |