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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 | $62,051 | $86,949-28.6% | $102,460-39.4% | $80,959-23.4% |
| Participation rate | 92.4% | 72.4%+20.0pp | 76.5%+15.9pp | 67.7%+24.7pp |
| Annual return | 16.47% | 18.89%-2.4pp | 29.47%-13.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $2,681 | $2,370+13.2% | $3,025-11.4% | $2,757-2.7% |
| Participant deferral / active EE | $4,077 | $4,121-1.1% | $5,056-19.4% | $4,300-5.2% |
| Admin fee / account holder | $3,600 | $8,048-55.3% | $9,460-62.0% | $6,925-48.0% |