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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 | $92,415 | $95,404-3.1% | $113,397-18.5% | $82,637+11.8% |
| Participation rate | 78.1% | 72.8%+5.3pp | 76.5%+1.6pp | 68.1%+10.1pp |
| Annual return | 13.00% | 19.08%-6.1pp | 23.20%-10.2pp | 53.51%-40.5pp |
| Employer contribution / active EE | $1,336 | $2,307-42.1% | $2,977-55.1% | $2,552-47.7% |
| Participant deferral / active EE | $7,339 | $4,220+73.9% | $5,076+44.6% | $4,126+77.9% |
| Admin fee / account holder | $25,586 | $9,168+179.1% | $11,957+114.0% | $7,339+248.6% |