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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 | $78,304 | $86,949-9.9% | $102,460-23.6% | $80,959-3.3% |
| Participation rate | 94.7% | 72.4%+22.4pp | 76.5%+18.2pp | 67.7%+27.1pp |
| Annual return | 10.70% | 18.89%-8.2pp | 29.47%-18.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,759 | $2,370-25.8% | $3,025-41.8% | $2,757-36.2% |
| Participant deferral / active EE | $4,593 | $4,121+11.5% | $5,056-9.2% | $4,300+6.8% |
| Admin fee / account holder | $9,259 | $8,048+15.1% | $9,460-2.1% | $6,925+33.7% |