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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 | $40,355 | $57,073-29.3% | $85,126-52.6% | $80,925-50.1% |
| Participation rate | 88.7% | 56.4%+32.3pp | 67.5%+21.2pp | 67.7%+21.1pp |
| Annual return | 15.94% | 21.69%-5.8pp | 66.63%-50.7pp | 35.65%-19.7pp |
| Employer contribution / active EE | $1,903 | $1,801+5.7% | $2,731-30.3% | $2,756-31.0% |
| Participant deferral / active EE | $6,002 | $3,113+92.8% | $4,523+32.7% | $4,299+39.6% |
| Admin fee / account holder | $5,659 | $4,988+13.5% | $6,160-8.1% | $6,940-18.5% |