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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 | $82,741 | $79,955+3.5% | $98,461-16.0% | $75,173+10.1% |
| Participation rate | 75.4% | 70.4%+5.0pp | 75.2%+0.2pp | 67.2%+8.2pp |
| Annual return | 14.03% | 19.75%-5.7pp | 21.17%-7.1pp | 160.72%-146.7pp |
| Employer contribution / active EE | $2,127 | $2,264-6.0% | $3,049-30.2% | $2,671-20.4% |
| Participant deferral / active EE | $3,443 | $3,752-8.3% | $4,738-27.3% | $4,126-16.6% |
| Admin fee / account holder | $33,670 | $6,841+392.2% | $8,961+275.7% | $5,651+495.9% |