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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 | $62,538 | $70,486-11.3% | $100,535-37.8% | $79,856-21.7% |
| Participation rate | 95.2% | 73.6%+21.6pp | 79.4%+15.8pp | 69.6%+25.6pp |
| Annual return | 15.43% | 21.90%-6.5pp | 30.90%-15.5pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,177 | $2,165+0.6% | $3,419-36.3% | $2,471-11.9% |
| Participant deferral / active EE | $4,706 | $5,182-9.2% | $6,271-25.0% | $3,741+25.8% |
| Admin fee / account holder | $2,627 | $4,480-41.4% | $8,085-67.5% | $5,306-50.5% |