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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 | $126,866 | $86,919+46.0% | $102,457+23.8% | $80,911+56.8% |
| Participation rate | 72.0% | 72.4%-0.4pp | 76.5%-4.5pp | 67.6%+4.4pp |
| Annual return | 12.17% | 18.90%-6.7pp | 29.41%-17.2pp | 35.63%-23.5pp |
| Employer contribution / active EE | $2,677 | $2,368+13.0% | $3,022-11.4% | $2,756-2.8% |
| Participant deferral / active EE | $5,184 | $4,119+25.8% | $5,054+2.6% | $4,297+20.6% |
| Admin fee / account holder | $3,653 | $8,049-54.6% | $9,451-61.3% | $6,935-47.3% |