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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 | $48,916 | $48,078+1.7% | $78,676-37.8% | $62,881-22.2% |
| Participation rate | 92.1% | 65.2%+26.9pp | 73.6%+18.5pp | 69.3%+22.8pp |
| Annual return | 6.48% | 31.36%-24.9pp | 62.19%-55.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,005 | $2,015-50.1% | $2,850-64.7% | $2,281-55.9% |
| Participant deferral / active EE | $3,351 | $2,587+29.5% | $3,517-4.7% | $3,203+4.6% |
| Admin fee / account holder | $476 | $3,206-85.2% | $4,510-89.4% | $4,296-88.9% |