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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 | $101,058 | $104,098-2.9% | $140,514-28.1% | $94,015+7.5% |
| Participation rate | 72.7% | 73.7%-1.0pp | 77.8%-5.1pp | 70.8%+1.9pp |
| Annual return | 15.00% | 15.14%-0.1pp | 14.36%+0.6pp | 17.84%-2.8pp |
| Employer contribution / active EE | $1,169 | $2,388-51.1% | $3,378-65.4% | $2,790-58.1% |
| Participant deferral / active EE | $3,020 | $4,033-25.1% | $4,919-38.6% | $4,249-28.9% |
| Admin fee / account holder | $3,078 | $10,439-70.5% | $13,697-77.5% | $8,951-65.6% |