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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 | $98,713 | $114,712-13.9% | $173,730-43.2% | $87,485+12.8% |
| Participation rate | 98.1% | 73.0%+25.2pp | 79.6%+18.6pp | 68.9%+29.2pp |
| Annual return | 17.49% | 20.18%-2.7pp | 19.96%-2.5pp | 26.06%-8.6pp |
| Employer contribution / active EE | $4,672 | $2,904+60.9% | $4,577+2.1% | $2,596+79.9% |
| Participant deferral / active EE | $3,639 | $4,642-21.6% | $6,326-42.5% | $4,274-14.9% |
| Admin fee / account holder | $6,231 | $10,210-39.0% | $17,523-64.4% | $7,775-19.9% |