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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 | $82,956 | $97,550-15.0% | $120,344-31.1% | $87,485-5.2% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.7%+17.4pp | 68.9%+25.2pp |
| Annual return | 15.69% | 18.41%-2.7pp | 20.30%-4.6pp | 26.06%-10.4pp |
| Employer contribution / active EE | $2,148 | $2,291-6.2% | $3,020-28.9% | $2,596-17.3% |
| Participant deferral / active EE | $3,817 | $4,230-9.8% | $5,135-25.7% | $4,274-10.7% |
| Admin fee / account holder | $12,509 | $9,543+31.1% | $12,742-1.8% | $7,775+60.9% |