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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 | $40,621 | $73,981-45.1% | $105,754-61.6% | $62,881-35.4% |
| Participation rate | 97.4% | 71.7%+25.7pp | 78.9%+18.5pp | 69.3%+28.1pp |
| Annual return | 7.20% | 17.60%-10.4pp | 12.25%-5.1pp | 20.14%-12.9pp |
| Employer contribution / active EE | $582 | $2,856-79.6% | $4,079-85.7% | $2,281-74.5% |
| Participant deferral / active EE | $3,043 | $4,038-24.6% | $5,326-42.9% | $3,203-5.0% |
| Admin fee / account holder | $3,572 | $5,976-40.2% | $8,309-57.0% | $4,296-16.9% |