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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 | $50,464 | $60,349-16.4% | $74,184-32.0% | $62,881-19.7% |
| Participation rate | 94.4% | 72.7%+21.7pp | 76.6%+17.8pp | 69.3%+25.1pp |
| Annual return | 7.16% | 21.38%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $5,028 | $1,680+199.3% | $2,370+112.2% | $2,281+120.5% |
| Participant deferral / active EE | $3,754 | $2,856+31.4% | $3,550+5.7% | $3,203+17.2% |
| Admin fee / account holder | $484 | $4,261-88.7% | $5,586-91.3% | $4,296-88.7% |