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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 | $70,289 | $106,864-34.2% | $147,318-52.3% | $82,637-14.9% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 17.72% | 27.49%-9.8pp | 70.43%-52.7pp | 53.51%-35.8pp |
| Employer contribution / active EE | $2,459 | $3,417-28.0% | $4,593-46.5% | $2,552-3.6% |
| Participant deferral / active EE | $7,118 | $6,496+9.6% | $7,906-10.0% | $4,126+72.5% |
| Admin fee / account holder | $4,462 | $8,415-47.0% | $13,708-67.5% | $7,339-39.2% |