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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 | $82,290 | $87,834-6.3% | $133,975-38.6% | $62,881+30.9% |
| Participation rate | 93.9% | 83.4%+10.5pp | 87.1%+6.8pp | 69.3%+24.6pp |
| Annual return | 8.06% | 12.05%-4.0pp | 29.29%-21.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,986 | $3,482-14.2% | $5,211-42.7% | $2,281+30.9% |
| Participant deferral / active EE | $6,212 | $4,812+29.1% | $6,282-1.1% | $3,203+94.0% |
| Admin fee / account holder | $2,168 | $5,372-59.6% | $9,324-76.7% | $4,296-49.5% |