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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 | $81,457-27.6% | $103,378-43.0% | $80,911-27.2% |
| Participation rate | 85.0% | 66.8%+18.2pp | 74.5%+10.5pp | 67.6%+17.4pp |
| Annual return | 11.33% | 25.58%-14.3pp | 24.91%-13.6pp | 35.63%-24.3pp |
| Employer contribution / active EE | $4,097 | $3,107+31.9% | $3,870+5.9% | $2,756+48.7% |
| Participant deferral / active EE | $4,376 | $3,871+13.0% | $5,058-13.5% | $4,297+1.8% |
| Admin fee / account holder | $7,428 | $6,717+10.6% | $8,401-11.6% | $6,935+7.1% |