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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 | $68,789 | $95,453-27.9% | $112,040-38.6% | $82,448-16.6% |
| Participation rate | 81.3% | 72.8%+8.5pp | 76.5%+4.8pp | 68.1%+13.2pp |
| Annual return | 15.19% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,476 | $2,318+6.8% | $2,954-16.2% | $2,551-2.9% |
| Participant deferral / active EE | $6,580 | $4,224+55.8% | $5,098+29.1% | $4,139+59.0% |
| Admin fee / account holder | $3,741 | $9,013-58.5% | $12,098-69.1% | $7,234-48.3% |