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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 | $109,721 | $108,825+0.8% | $156,181-29.7% | $82,448+33.1% |
| Participation rate | 80.9% | 72.4%+8.5pp | 78.8%+2.1pp | 68.1%+12.8pp |
| Annual return | 16.59% | 20.59%-4.0pp | 64.87%-48.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,336 | $2,870+16.3% | $4,294-22.3% | $2,551+30.8% |
| Participant deferral / active EE | $7,803 | $4,577+70.5% | $6,132+27.2% | $4,139+88.5% |
| Admin fee / account holder | $7,303 | $9,341-21.8% | $14,586-49.9% | $7,234+0.9% |