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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 | $41,074 | $86,938-52.8% | $102,423-59.9% | $80,925-49.2% |
| Participation rate | 95.6% | 72.4%+23.2pp | 76.5%+19.1pp | 67.7%+27.9pp |
| Annual return | 13.64% | 18.89%-5.2pp | 29.42%-15.8pp | 35.65%-22.0pp |
| Employer contribution / active EE | $1,967 | $2,369-17.0% | $3,023-34.9% | $2,756-28.6% |
| Participant deferral / active EE | $4,168 | $4,120+1.2% | $5,054-17.5% | $4,299-3.0% |
| Admin fee / account holder | $1,400 | $8,053-82.6% | $9,455-85.2% | $6,940-79.8% |