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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 | $100,194-14.6% | $122,979-30.4% | $86,983-1.7% |
| Participation rate | 77.8% | 73.0%+4.8pp | 77.2%+0.6pp | 69.5%+8.2pp |
| Annual return | 12.04% | 16.47%-4.4pp | 20.12%-8.1pp | 25.83%-13.8pp |
| Employer contribution / active EE | $1,955 | $2,326-15.9% | $3,062-36.2% | $2,584-24.4% |
| Participant deferral / active EE | $4,693 | $4,133+13.5% | $5,003-6.2% | $4,194+11.9% |
| Admin fee / account holder | $18,199 | $10,148+79.3% | $12,864+41.5% | $7,856+131.7% |