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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 | $76,981 | $94,031-18.1% | $115,768-33.5% | $82,448-6.6% |
| Participation rate | 87.5% | 70.4%+17.1pp | 74.4%+13.1pp | 68.1%+19.4pp |
| Annual return | 14.78% | 20.61%-5.8pp | 100.46%-85.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,695 | $2,323+16.0% | $2,940-8.3% | $2,551+5.7% |
| Participant deferral / active EE | $3,792 | $3,972-4.5% | $4,917-22.9% | $4,139-8.4% |
| Admin fee / account holder | $7,349 | $10,249-28.3% | $12,439-40.9% | $7,234+1.6% |