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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 | $77,393 | $96,289-19.6% | $213,469-63.7% | $87,485-11.5% |
| Participation rate | 80.0% | 69.6%+10.4pp | 77.1%+2.9pp | 68.9%+11.1pp |
| Annual return | 16.17% | 17.78%-1.6pp | 20.58%-4.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $3,249 | $3,035+7.0% | $4,994-34.9% | $2,596+25.2% |
| Participant deferral / active EE | $3,956 | $4,750-16.7% | $6,841-42.2% | $4,274-7.4% |
| Admin fee / account holder | $2,702 | $9,670-72.1% | $27,141-90.0% | $7,775-65.3% |