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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 | $137,268 | $138,366-0.8% | $184,185-25.5% | $80,911+69.7% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.4pp | 67.6%+28.6pp |
| Annual return | 14.78% | 20.02%-5.2pp | 28.81%-14.0pp | 35.63%-20.8pp |
| Employer contribution / active EE | $3,321 | $4,849-31.5% | $6,426-48.3% | $2,756+20.5% |
| Participant deferral / active EE | $6,606 | $7,074-6.6% | $9,132-27.7% | $4,297+53.7% |
| Admin fee / account holder | $7,810 | $10,484-25.5% | $13,909-43.8% | $6,935+12.6% |