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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 | $68,909 | $86,919-20.7% | $102,457-32.7% | $80,911-14.8% |
| Participation rate | 70.0% | 72.4%-2.4pp | 76.5%-6.5pp | 67.6%+2.4pp |
| Annual return | 11.83% | 18.90%-7.1pp | 29.41%-17.6pp | 35.63%-23.8pp |
| Employer contribution / active EE | $1,960 | $2,368-17.2% | $3,022-35.1% | $2,756-28.9% |
| Participant deferral / active EE | $5,099 | $4,119+23.8% | $5,054+0.9% | $4,297+18.6% |
| Admin fee / account holder | $14,962 | $8,049+85.9% | $9,451+58.3% | $6,935+115.8% |