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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 | $80,997 | $94,436-14.2% | $115,599-29.9% | $82,637-2.0% |
| Participation rate | 84.4% | 70.4%+13.9pp | 74.3%+10.1pp | 68.1%+16.3pp |
| Annual return | 16.28% | 18.37%-2.1pp | 111.10%-94.8pp | 53.51%-37.2pp |
| Employer contribution / active EE | $2,442 | $2,324+5.1% | $2,955-17.4% | $2,552-4.3% |
| Participant deferral / active EE | $5,084 | $3,955+28.5% | $4,889+4.0% | $4,126+23.2% |
| Admin fee / account holder | $992 | $10,328-90.4% | $12,841-92.3% | $7,339-86.5% |