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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 | $54,392 | $56,287-3.4% | $80,977-32.8% | $62,881-13.5% |
| Participation rate | 78.4% | 68.9%+9.5pp | 75.8%+2.6pp | 69.3%+9.1pp |
| Annual return | 10.88% | 22.13%-11.2pp | 17.11%-6.2pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,842 | $1,943-5.2% | $3,715-50.4% | $2,281-19.2% |
| Participant deferral / active EE | $3,841 | $4,196-8.5% | $5,696-32.6% | $3,203+19.9% |
| Admin fee / account holder | $943 | $3,742-74.8% | $5,517-82.9% | $4,296-78.0% |