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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 | $100,015 | $88,707+12.7% | $74,184+34.8% | $273,972-63.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 6.10% | 11.94%-5.8pp | 17.74%-11.6pp | 41.46%-35.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,309 | $4,212-68.9% | $3,550-63.1% | $5,287-75.3% |
| Admin fee / account holder | $1,422 | $8,717-83.7% | $5,586-74.5% | $10,133-86.0% |