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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 | $72,940 | $101,798-28.3% | $165,071-55.8% | $80,935-9.9% |
| Participation rate | 87.0% | 71.8%+15.2pp | 78.6%+8.4pp | 67.7%+19.4pp |
| Annual return | 10.76% | 16.73%-6.0pp | 70.17%-59.4pp | 35.66%-24.9pp |
| Employer contribution / active EE | $2,610 | $2,954-11.6% | $4,347-40.0% | $2,757-5.3% |
| Participant deferral / active EE | $2,616 | $4,476-41.6% | $6,035-56.6% | $4,299-39.1% |
| Admin fee / account holder | $3,619 | $8,221-56.0% | $12,695-71.5% | $6,924-47.7% |