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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 | $77,270 | $97,550-20.8% | $120,344-35.8% | $87,485-11.7% |
| Participation rate | 86.1% | 72.8%+13.3pp | 76.7%+9.4pp | 68.9%+17.2pp |
| Annual return | 15.56% | 18.41%-2.9pp | 20.30%-4.7pp | 26.06%-10.5pp |
| Employer contribution / active EE | $2,366 | $2,291+3.3% | $3,020-21.6% | $2,596-8.9% |
| Participant deferral / active EE | $6,019 | $4,230+42.3% | $5,135+17.2% | $4,274+40.8% |
| Admin fee / account holder | $12,004 | $9,543+25.8% | $12,742-5.8% | $7,775+54.4% |