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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 | $79,364 | $81,504-2.6% | $102,437-22.5% | $80,959-2.0% |
| Participation rate | 83.5% | 66.9%+16.7pp | 74.5%+9.0pp | 67.7%+15.8pp |
| Annual return | 11.78% | 25.60%-13.8pp | 24.95%-13.2pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,832 | $3,104-41.0% | $3,871-52.7% | $2,757-33.5% |
| Participant deferral / active EE | $4,113 | $3,871+6.3% | $5,060-18.7% | $4,300-4.3% |
| Admin fee / account holder | $4,845 | $6,719-27.9% | $8,388-42.2% | $6,925-30.0% |