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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 | $81,840 | $106,524-23.2% | $152,301-46.3% | $87,485-6.5% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.4%+8.7pp | 68.9%+22.2pp |
| Annual return | 19.07% | 26.89%-7.8pp | 80.50%-61.4pp | 26.06%-7.0pp |
| Employer contribution / active EE | $3,010 | $3,371-10.7% | $4,624-34.9% | $2,596+15.9% |
| Participant deferral / active EE | $7,311 | $6,525+12.0% | $8,004-8.7% | $4,274+71.1% |
| Admin fee / account holder | $22,468 | $8,287+171.1% | $14,398+56.1% | $7,775+189.0% |