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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 | $118,054 | $81,504+44.8% | $102,437+15.2% | $80,959+45.8% |
| Participation rate | 98.2% | 66.9%+31.4pp | 74.5%+23.7pp | 67.7%+30.6pp |
| Annual return | 12.05% | 25.60%-13.5pp | 24.95%-12.9pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,221 | $3,104-28.4% | $3,871-42.6% | $2,757-19.4% |
| Participant deferral / active EE | $3,896 | $3,871+0.6% | $5,060-23.0% | $4,300-9.4% |
| Admin fee / account holder | $2,734 | $6,719-59.3% | $8,388-67.4% | $6,925-60.5% |