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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 | $78,507 | $81,487-3.7% | $102,412-23.3% | $80,935-3.0% |
| Participation rate | 98.3% | 66.8%+31.5pp | 74.5%+23.8pp | 67.7%+30.7pp |
| Annual return | 13.13% | 25.60%-12.5pp | 24.94%-11.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $3,077 | $3,103-0.9% | $3,870-20.5% | $2,757+11.6% |
| Participant deferral / active EE | $3,113 | $3,871-19.6% | $5,060-38.5% | $4,299-27.6% |
| Admin fee / account holder | $6,341 | $6,717-5.6% | $8,388-24.4% | $6,924-8.4% |