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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 | $100,784-23.2% | $191,597-59.6% | $82,637-6.3% |
| Participation rate | 80.0% | 70.5%+9.5pp | 76.9%+3.1pp | 68.1%+11.9pp |
| Annual return | 16.17% | 18.13%-2.0pp | 27.07%-10.9pp | 53.51%-37.3pp |
| Employer contribution / active EE | $3,249 | $3,102+4.8% | $5,025-35.3% | $2,552+27.3% |
| Participant deferral / active EE | $3,956 | $4,937-19.9% | $6,850-42.2% | $4,126-4.1% |
| Admin fee / account holder | $2,702 | $10,062-73.1% | $22,799-88.1% | $7,339-63.2% |