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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 | $72,221 | $73,787-2.1% | $98,716-26.8% | $82,448-12.4% |
| Participation rate | 73.3% | 61.4%+11.9pp | 69.3%+4.0pp | 68.1%+5.3pp |
| Annual return | 18.91% | 18.57%+0.3pp | 31.81%-12.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,554 | $1,511+2.8% | $2,279-31.8% | $2,551-39.1% |
| Participant deferral / active EE | $4,726 | $3,081+53.4% | $4,048+16.8% | $4,139+14.2% |
| Admin fee / account holder | $8,901 | $6,500+36.9% | $8,703+2.3% | $7,234+23.0% |