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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 | $76,770 | $81,446-5.7% | $103,374-25.7% | $80,874-5.1% |
| Participation rate | 85.7% | 66.9%+18.9pp | 74.5%+11.2pp | 67.6%+18.1pp |
| Annual return | 11.91% | 25.57%-13.7pp | 24.89%-13.0pp | 35.62%-23.7pp |
| Employer contribution / active EE | $2,431 | $3,107-21.8% | $3,869-37.2% | $2,756-11.8% |
| Participant deferral / active EE | $3,028 | $3,870-21.8% | $5,058-40.1% | $4,297-29.5% |
| Admin fee / account holder | $3,802 | $6,715-43.4% | $8,394-54.7% | $6,935-45.2% |