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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 | $86,919-6.9% | $102,457-21.0% | $80,9110% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.2pp | 67.6%+22.1pp |
| Annual return | 10.90% | 18.90%-8.0pp | 29.41%-18.5pp | 35.63%-24.7pp |
| Employer contribution / active EE | $1,072 | $2,368-54.7% | $3,022-64.5% | $2,756-61.1% |
| Participant deferral / active EE | $2,873 | $4,119-30.3% | $5,054-43.2% | $4,297-33.1% |
| Admin fee / account holder | $2,633 | $8,049-67.3% | $9,451-72.1% | $6,935-62.0% |