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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 | $52,258 | $78,520-33.4% | $96,576-45.9% | $82,448-36.6% |
| Participation rate | 96.3% | 77.7%+18.6pp | 81.4%+14.9pp | 68.1%+28.2pp |
| Annual return | 16.36% | 41.30%-24.9pp | 38.47%-22.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $461 | $2,630-82.5% | $3,553-87.0% | $2,551-81.9% |
| Participant deferral / active EE | $4,385 | $6,754-35.1% | $7,956-44.9% | $4,139+5.9% |
| Admin fee / account holder | $14,627 | $13,455+8.7% | $11,381+28.5% | $7,234+102.2% |