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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 | $95,453-13.1% | $112,040-26.0% | $82,448+0.6% |
| Participation rate | 94.1% | 72.8%+21.4pp | 76.5%+17.6pp | 68.1%+26.0pp |
| Annual return | 15.69% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,148 | $2,318-7.3% | $2,954-27.3% | $2,551-15.8% |
| Participant deferral / active EE | $3,817 | $4,224-9.6% | $5,098-25.1% | $4,139-7.8% |
| Admin fee / account holder | $12,509 | $9,013+38.8% | $12,098+3.4% | $7,234+72.9% |