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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 | $48,276 | $86,919-44.5% | $102,457-52.9% | $80,911-40.3% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.6%+10.1pp |
| Annual return | 12.63% | 18.90%-6.3pp | 29.41%-16.8pp | 35.63%-23.0pp |
| Employer contribution / active EE | $2,419 | $2,368+2.2% | $3,022-19.9% | $2,756-12.2% |
| Participant deferral / active EE | $3,585 | $4,119-13.0% | $5,054-29.1% | $4,297-16.6% |
| Admin fee / account holder | $3,858 | $8,049-52.1% | $9,451-59.2% | $6,935-44.4% |