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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 | $80,944 | $86,949-6.9% | $102,460-21.0% | $80,9590% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.2pp | 67.7%+22.0pp |
| Annual return | 10.90% | 18.89%-8.0pp | 29.47%-18.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,072 | $2,370-54.8% | $3,025-64.6% | $2,757-61.1% |
| Participant deferral / active EE | $2,873 | $4,121-30.3% | $5,056-43.2% | $4,300-33.2% |
| Admin fee / account holder | $2,633 | $8,048-67.3% | $9,460-72.2% | $6,925-62.0% |