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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 | $74,579 | $81,504-8.5% | $102,437-27.2% | $80,959-7.9% |
| Participation rate | 74.7% | 66.9%+7.9pp | 74.5%+0.2pp | 67.7%+7.1pp |
| Annual return | 11.16% | 25.60%-14.4pp | 24.95%-13.8pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,647 | $3,104-14.7% | $3,871-31.6% | $2,757-4.0% |
| Participant deferral / active EE | $4,634 | $3,871+19.7% | $5,060-8.4% | $4,300+7.7% |
| Admin fee / account holder | $9,218 | $6,719+37.2% | $8,388+9.9% | $6,925+33.1% |