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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 | $94,578 | $86,949+8.8% | $102,460-7.7% | $80,959+16.8% |
| Participation rate | 78.1% | 72.4%+5.7pp | 76.5%+1.6pp | 67.7%+10.5pp |
| Annual return | 11.14% | 18.89%-7.8pp | 29.47%-18.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,016 | $4,121+46.0% | $5,056+19.0% | $4,300+39.9% |
| Admin fee / account holder | $4,360 | $8,048-45.8% | $9,460-53.9% | $6,925-37.0% |