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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 | $43,835 | $81,446-46.2% | $103,374-57.6% | $80,874-45.8% |
| Participation rate | 88.6% | 66.9%+21.7pp | 74.5%+14.1pp | 67.6%+20.9pp |
| Annual return | 17.44% | 25.57%-8.1pp | 24.89%-7.4pp | 35.62%-18.2pp |
| Employer contribution / active EE | $3,303 | $3,107+6.3% | $3,869-14.6% | $2,756+19.9% |
| Participant deferral / active EE | $6,420 | $3,870+65.9% | $5,058+26.9% | $4,297+49.4% |
| Admin fee / account holder | $2,903 | $6,715-56.8% | $8,394-65.4% | $6,935-58.1% |