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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 | $59,758 | $81,476-26.7% | $102,383-41.6% | $80,925-26.2% |
| Participation rate | 86.1% | 66.8%+19.3pp | 74.5%+11.6pp | 67.7%+18.5pp |
| Annual return | 13.48% | 25.59%-12.1pp | 24.94%-11.5pp | 35.65%-22.2pp |
| Employer contribution / active EE | $2,720 | $3,105-12.4% | $3,870-29.7% | $2,756-1.3% |
| Participant deferral / active EE | $3,061 | $3,871-20.9% | $5,060-39.5% | $4,299-28.8% |
| Admin fee / account holder | $3,000 | $6,717-55.3% | $8,391-64.2% | $6,940-56.8% |