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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 | $40,804 | $56,894-28.3% | $84,753-51.9% | $62,881-35.1% |
| Participation rate | 87.8% | 68.5%+19.2pp | 76.6%+11.2pp | 69.3%+18.5pp |
| Annual return | 7.78% | 6.30%+1.5pp | 22.78%-15.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,587 | $2,400-33.9% | $3,574-55.6% | $2,281-30.4% |
| Participant deferral / active EE | $3,501 | $2,709+29.2% | $3,712-5.7% | $3,203+9.3% |
| Admin fee / account holder | $1,341 | $3,581-62.5% | $5,333-74.9% | $4,296-68.8% |