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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 | $106,933 | $106,864+0.1% | $147,318-27.4% | $82,637+29.4% |
| Participation rate | 84.0% | 75.5%+8.5pp | 82.1%+1.9pp | 68.1%+15.9pp |
| Annual return | 16.52% | 27.49%-11.0pp | 70.43%-53.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $3,397 | $3,417-0.6% | $4,593-26.0% | $2,552+33.1% |
| Participant deferral / active EE | $6,368 | $6,496-2.0% | $7,906-19.5% | $4,126+54.3% |
| Admin fee / account holder | $3,454 | $8,415-59.0% | $13,708-74.8% | $7,339-52.9% |