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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 | $120,158 | $123,478-2.7% | $216,567-44.5% | $94,015+27.8% |
| Participation rate | 96.7% | 75.1%+21.6pp | 81.6%+15.0pp | 70.8%+25.8pp |
| Annual return | 12.50% | 23.61%-11.1pp | 12.94%-0.4pp | 17.84%-5.3pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,560 | $4,556+22.0% | $6,191-10.2% | $4,249+30.8% |
| Admin fee / account holder | $6,173 | $12,753-51.6% | $21,981-71.9% | $8,951-31.0% |