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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 | $85,539 | $97,550-12.3% | $120,344-28.9% | $87,485-2.2% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.7%+1.1pp | 68.9%+8.8pp |
| Annual return | 12.04% | 18.41%-6.4pp | 20.30%-8.3pp | 26.06%-14.0pp |
| Employer contribution / active EE | $1,955 | $2,291-14.7% | $3,020-35.3% | $2,596-24.7% |
| Participant deferral / active EE | $4,693 | $4,230+10.9% | $5,135-8.6% | $4,274+9.8% |
| Admin fee / account holder | $18,199 | $9,543+90.7% | $12,742+42.8% | $7,775+134.1% |