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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 | $40,381 | $81,487-50.4% | $102,412-60.6% | $80,935-50.1% |
| Participation rate | 77.4% | 66.8%+10.5pp | 74.5%+2.9pp | 67.7%+9.7pp |
| Annual return | 15.19% | 25.60%-10.4pp | 24.94%-9.8pp | 35.66%-20.5pp |
| Employer contribution / active EE | $3,336 | $3,103+7.5% | $3,870-13.8% | $2,757+21.0% |
| Participant deferral / active EE | $6,642 | $3,871+71.6% | $5,060+31.3% | $4,299+54.5% |
| Admin fee / account holder | $1,841 | $6,717-72.6% | $8,388-78.0% | $6,924-73.4% |