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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 | $77,082 | $81,487-5.4% | $102,412-24.7% | $80,935-4.8% |
| Participation rate | 84.4% | 66.8%+17.6pp | 74.5%+9.9pp | 67.7%+16.8pp |
| Annual return | 17.48% | 25.60%-8.1pp | 24.94%-7.5pp | 35.66%-18.2pp |
| Employer contribution / active EE | $10,312 | $3,103+232.3% | $3,870+166.5% | $2,757+274.1% |
| Participant deferral / active EE | $7,938 | $3,871+105.1% | $5,060+56.9% | $4,299+84.6% |
| Admin fee / account holder | $5,837 | $6,717-13.1% | $8,388-30.4% | $6,924-15.7% |