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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 | $77,020 | $86,919-11.4% | $102,457-24.8% | $80,911-4.8% |
| Participation rate | 75.4% | 72.4%+3.1pp | 76.5%-1.1pp | 67.6%+7.8pp |
| Annual return | 14.96% | 18.90%-3.9pp | 29.41%-14.4pp | 35.63%-20.7pp |
| Employer contribution / active EE | $1,274 | $2,368-46.2% | $3,022-57.8% | $2,756-53.8% |
| Participant deferral / active EE | $1,973 | $4,119-52.1% | $5,054-61.0% | $4,297-54.1% |
| Admin fee / account holder | $6,710 | $8,049-16.6% | $9,451-29.0% | $6,935-3.2% |