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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 | $57,425 | $153,769-62.7% | $133,975-57.1% | $273,972-79.0% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 3.63% | 36.51%-32.9pp | 29.29%-25.7pp | 41.46%-37.8pp |
| Employer contribution / active EE | $2,279 | $6,029-62.2% | $5,211-56.3% | $4,869-53.2% |
| Participant deferral / active EE | $6,230 | $6,958-10.5% | $6,282-0.8% | $5,287+17.8% |
| Admin fee / account holder | $2,250 | $11,765-80.9% | $9,324-75.9% | $10,133-77.8% |