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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 | $41,863 | $56,894-26.4% | $84,753-50.6% | $62,881-33.4% |
| Participation rate | 90.0% | 68.5%+21.5pp | 76.6%+13.4pp | 69.3%+20.7pp |
| Annual return | 6.02% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,844 | $2,400+18.5% | $3,574-20.4% | $2,281+24.7% |
| Participant deferral / active EE | $3,302 | $2,709+21.9% | $3,712-11.0% | $3,203+3.1% |
| Admin fee / account holder | $623 | $3,581-82.6% | $5,333-88.3% | $4,296-85.5% |