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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 | $66,814 | $81,504-18.0% | $102,437-34.8% | $80,959-17.5% |
| Participation rate | 72.5% | 66.9%+5.6pp | 74.5%-2.0pp | 67.7%+4.8pp |
| Annual return | 14.42% | 25.60%-11.2pp | 24.95%-10.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $2,666 | $3,104-14.1% | $3,871-31.1% | $2,757-3.3% |
| Participant deferral / active EE | $5,114 | $3,871+32.1% | $5,060+1.1% | $4,300+18.9% |
| Admin fee / account holder | $5,152 | $6,719-23.3% | $8,388-38.6% | $6,925-25.6% |