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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 | $80,495 | $81,476-1.2% | $102,383-21.4% | $80,925-0.5% |
| Participation rate | 83.9% | 66.8%+17.0pp | 74.5%+9.4pp | 67.7%+16.2pp |
| Annual return | 14.89% | 25.59%-10.7pp | 24.94%-10.0pp | 35.65%-20.8pp |
| Employer contribution / active EE | $9,848 | $3,105+217.2% | $3,870+154.4% | $2,756+257.3% |
| Participant deferral / active EE | $6,043 | $3,871+56.1% | $5,060+19.4% | $4,299+40.6% |
| Admin fee / account holder | $6,341 | $6,717-5.6% | $8,391-24.4% | $6,940-8.6% |