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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 | $108,265 | $124,425-13.0% | $112,040-3.4% | $137,256-21.1% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.5%+8.1pp | 80.0%+4.7pp |
| Annual return | 11.49% | 24.72%-13.2pp | 24.52%-13.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $3,040 | $3,411-10.9% | $2,954+2.9% | $4,156-26.8% |
| Participant deferral / active EE | $6,124 | $5,718+7.1% | $5,098+20.1% | $6,407-4.4% |
| Admin fee / account holder | $18,308 | $15,207+20.4% | $12,098+51.3% | $12,270+49.2% |