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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 | $57,886 | $138,385-58.2% | $184,200-68.6% | $80,874-28.4% |
| Participation rate | 97.1% | 83.9%+13.2pp | 86.8%+10.2pp | 67.6%+29.4pp |
| Annual return | 15.11% | 20.02%-4.9pp | 28.80%-13.7pp | 35.62%-20.5pp |
| Employer contribution / active EE | $2,128 | $4,849-56.1% | $6,424-66.9% | $2,756-22.8% |
| Participant deferral / active EE | $4,579 | $7,073-35.3% | $9,132-49.9% | $4,297+6.6% |
| Admin fee / account holder | $5,875 | $10,483-44.0% | $13,907-57.8% | $6,935-15.3% |