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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 | $74,483 | $78,013-4.5% | $178,449-58.3% | $80,911-7.9% |
| Participation rate | 78.2% | 65.7%+12.5pp | 77.1%+1.1pp | 67.6%+10.5pp |
| Annual return | 14.31% | 18.07%-3.8pp | 27.09%-12.8pp | 35.63%-21.3pp |
| Employer contribution / active EE | $2,134 | $2,287-6.7% | $3,951-46.0% | $2,756-22.6% |
| Participant deferral / active EE | $9,050 | $4,408+105.3% | $6,277+44.2% | $4,297+110.6% |
| Admin fee / account holder | $6,362 | $7,166-11.2% | $10,362-38.6% | $6,935-8.3% |