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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 | $84,466 | $104,098-18.9% | $140,514-39.9% | $94,015-10.2% |
| Participation rate | 83.0% | 73.7%+9.3pp | 77.8%+5.2pp | 70.8%+12.2pp |
| Annual return | 10.85% | 15.14%-4.3pp | 14.36%-3.5pp | 17.84%-7.0pp |
| Employer contribution / active EE | $892 | $2,388-62.6% | $3,378-73.6% | $2,790-68.0% |
| Participant deferral / active EE | $4,500 | $4,033+11.6% | $4,919-8.5% | $4,249+5.9% |
| Admin fee / account holder | $11,799 | $10,439+13.0% | $13,697-13.9% | $8,951+31.8% |