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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 | $92,140 | $95,453-3.5% | $112,040-17.8% | $82,448+11.8% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.5%+14.8pp | 68.1%+23.2pp |
| Annual return | 14.18% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $874 | $2,318-62.3% | $2,954-70.4% | $2,551-65.7% |
| Participant deferral / active EE | $4,428 | $4,224+4.8% | $5,098-13.1% | $4,139+7.0% |
| Admin fee / account holder | $8,222 | $9,013-8.8% | $12,098-32.0% | $7,234+13.7% |