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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 | $78,094 | $101,798-23.3% | $165,071-52.7% | $80,935-3.5% |
| Participation rate | 96.6% | 71.8%+24.8pp | 78.6%+18.0pp | 67.7%+28.9pp |
| Annual return | 11.36% | 16.73%-5.4pp | 70.17%-58.8pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,093 | $2,954-63.0% | $4,347-74.8% | $2,757-60.3% |
| Participant deferral / active EE | $5,773 | $4,476+29.0% | $6,035-4.3% | $4,299+34.3% |
| Admin fee / account holder | $19,282 | $8,221+134.5% | $12,695+51.9% | $6,924+178.5% |