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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 | $78,659 | $86,922-9.5% | $102,438-23.2% | $80,874-2.7% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 11.33% | 18.90%-7.6pp | 29.37%-18.0pp | 35.62%-24.3pp |
| Employer contribution / active EE | $3,113 | $2,369+31.4% | $3,024+2.9% | $2,756+13.0% |
| Participant deferral / active EE | $4,203 | $4,119+2.0% | $5,054-16.8% | $4,297-2.2% |
| Admin fee / account holder | $4,048 | $8,050-49.7% | $9,448-57.2% | $6,935-41.6% |