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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 | $50,963 | $95,404-46.6% | $113,397-55.1% | $82,637-38.3% |
| Participation rate | 82.7% | 72.8%+9.9pp | 76.5%+6.2pp | 68.1%+14.7pp |
| Annual return | 21.84% | 19.08%+2.8pp | 23.20%-1.4pp | 53.51%-31.7pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,199 | $4,220+94.3% | $5,076+61.5% | $4,126+98.7% |
| Admin fee / account holder | $2,063 | $9,168-77.5% | $11,957-82.7% | $7,339-71.9% |