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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 | $20,848 | $56,894-63.4% | $84,753-75.4% | $62,881-66.8% |
| Participation rate | 80.4% | 68.5%+11.9pp | 76.6%+3.8pp | 69.3%+11.1pp |
| Annual return | 9.49% | 6.30%+3.2pp | 22.78%-13.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $2,541 | $2,400+5.9% | $3,574-28.9% | $2,281+11.4% |
| Participant deferral / active EE | $3,906 | $2,709+44.2% | $3,712+5.2% | $3,203+22.0% |
| Admin fee / account holder | $1,866 | $3,581-47.9% | $5,333-65.0% | $4,296-56.6% |