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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 | $48,833 | $56,894-14.2% | $84,753-42.4% | $62,881-22.3% |
| Participation rate | 84.6% | 68.5%+16.1pp | 76.6%+8.0pp | 69.3%+15.3pp |
| Annual return | 8.03% | 6.30%+1.7pp | 22.78%-14.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,898 | $2,400+20.8% | $3,574-18.9% | $2,281+27.1% |
| Participant deferral / active EE | $4,916 | $2,709+81.5% | $3,712+32.4% | $3,203+53.5% |
| Admin fee / account holder | $3,543 | $3,581-1.1% | $5,333-33.6% | $4,296-17.5% |