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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 | $123,488 | $153,769-19.7% | $133,975-7.8% | $273,972-54.9% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 7.17% | 36.51%-29.3pp | 29.29%-22.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $4,321 | $6,029-28.3% | $5,211-17.1% | $4,869-11.2% |
| Participant deferral / active EE | $4,979 | $6,958-28.4% | $6,282-20.7% | $5,287-5.8% |
| Admin fee / account holder | $620 | $11,765-94.7% | $9,324-93.4% | $10,133-93.9% |