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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 | $40,388 | $95,453-57.7% | $112,040-64.0% | $82,448-51.0% |
| Participation rate | 89.0% | 72.8%+16.3pp | 76.5%+12.5pp | 68.1%+21.0pp |
| Annual return | 28.50% | 23.92%+4.6pp | 24.52%+4.0pp | 41.64%-13.1pp |
| Employer contribution / active EE | $2,005 | $2,318-13.5% | $2,954-32.1% | $2,551-21.4% |
| Participant deferral / active EE | $4,066 | $4,224-3.7% | $5,098-20.2% | $4,139-1.8% |
| Admin fee / account holder | $8,913 | $9,013-1.1% | $12,098-26.3% | $7,234+23.2% |