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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 | $40,462 | $46,596-13.2% | $64,099-36.9% | $75,181-46.2% |
| Participation rate | 73.1% | 65.9%+7.1pp | 72.3%+0.8pp | 67.2%+5.9pp |
| Annual return | 19.12% | 26.04%-6.9pp | 33.70%-14.6pp | 160.69%-141.6pp |
| Employer contribution / active EE | $1,280 | $1,975-35.2% | $2,748-53.4% | $2,671-52.1% |
| Participant deferral / active EE | $4,404 | $2,837+55.2% | $3,881+13.5% | $4,126+6.7% |
| Admin fee / account holder | $3,863 | $2,954+30.7% | $3,070+25.8% | $5,650-31.6% |