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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 | $80,653 | $101,778-20.8% | $164,975-51.1% | $80,925-0.3% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.2pp | 67.7%+25.2pp |
| Annual return | 13.36% | 16.73%-3.4pp | 70.12%-56.8pp | 35.65%-22.3pp |
| Employer contribution / active EE | $2,110 | $2,954-28.6% | $4,343-51.4% | $2,756-23.4% |
| Participant deferral / active EE | $5,268 | $4,477+17.7% | $6,033-12.7% | $4,299+22.6% |
| Admin fee / account holder | $8,527 | $8,221+3.7% | $12,688-32.8% | $6,940+22.9% |