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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 | $81,854 | $115,931-29.4% | $185,441-55.9% | $86,983-5.9% |
| Participation rate | 97.1% | 73.6%+23.5pp | 80.3%+16.9pp | 69.5%+27.6pp |
| Annual return | 16.71% | 21.47%-4.8pp | 20.16%-3.5pp | 25.83%-9.1pp |
| Employer contribution / active EE | $2,159 | $2,937-26.5% | $4,672-53.8% | $2,584-16.5% |
| Participant deferral / active EE | $4,232 | $4,551-7.0% | $6,152-31.2% | $4,194+0.9% |
| Admin fee / account holder | $1,428 | $10,687-86.6% | $17,890-92.0% | $7,856-81.8% |