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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 | $50,442 | $95,453-47.2% | $112,040-55.0% | $82,448-38.8% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.5%+20.8pp | 68.1%+29.2pp |
| Annual return | 17.76% | 23.92%-6.2pp | 24.52%-6.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,209 | $2,318-4.7% | $2,954-25.2% | $2,551-13.4% |
| Participant deferral / active EE | $4,230 | $4,224+0.2% | $5,098-17.0% | $4,139+2.2% |
| Admin fee / account holder | $11,555 | $9,013+28.2% | $12,098-4.5% | $7,234+59.7% |