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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 | $76,859 | $110,137-30.2% | $161,149-52.3% | $82,637-7.0% |
| Participation rate | 97.6% | 72.4%+25.2pp | 78.8%+18.7pp | 68.1%+29.5pp |
| Annual return | 17.62% | 20.69%-3.1pp | 21.16%-3.5pp | 53.51%-35.9pp |
| Employer contribution / active EE | $2,856 | $2,8560% | $4,360-34.5% | $2,552+11.9% |
| Participant deferral / active EE | $6,279 | $4,575+37.3% | $6,153+2.1% | $4,126+52.2% |
| Admin fee / account holder | $2,442 | $9,467-74.2% | $15,194-83.9% | $7,339-66.7% |