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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 | $93,058 | $95,453-2.5% | $112,040-16.9% | $82,448+12.9% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.5%+8.8pp | 68.1%+17.2pp |
| Annual return | 15.05% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,081 | $2,318-10.2% | $2,954-29.6% | $2,551-18.4% |
| Participant deferral / active EE | $4,087 | $4,224-3.2% | $5,098-19.8% | $4,139-1.3% |
| Admin fee / account holder | $13,303 | $9,013+47.6% | $12,098+10.0% | $7,234+83.9% |