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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 | $45,754 | $43,075+6.2% | $74,577-38.6% | $62,881-27.2% |
| Participation rate | 82.9% | 58.1%+24.8pp | 68.1%+14.7pp | 69.3%+13.6pp |
| Annual return | 7.34% | 17.50%-10.2pp | 20.47%-13.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,431 | $1,498+129.1% | $2,525+35.9% | $2,281+50.4% |
| Participant deferral / active EE | $6,209 | $2,389+159.9% | $3,458+79.6% | $3,203+93.9% |
| Admin fee / account holder | $549 | $2,840-80.7% | $4,138-86.7% | $4,296-87.2% |