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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 | $58,941 | $81,446-27.6% | $103,374-43.0% | $80,874-27.1% |
| Participation rate | 85.0% | 66.9%+18.1pp | 74.5%+10.5pp | 67.6%+17.4pp |
| Annual return | 11.33% | 25.57%-14.2pp | 24.89%-13.6pp | 35.62%-24.3pp |
| Employer contribution / active EE | $4,097 | $3,107+31.9% | $3,869+5.9% | $2,756+48.7% |
| Participant deferral / active EE | $4,376 | $3,870+13.1% | $5,058-13.5% | $4,297+1.8% |
| Admin fee / account holder | $7,428 | $6,715+10.6% | $8,394-11.5% | $6,935+7.1% |