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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 | $36,843 | $72,269-49.0% | $101,271-63.6% | $79,852-53.9% |
| Participation rate | 86.7% | 68.5%+18.2pp | 75.8%+10.9pp | 69.6%+17.0pp |
| Annual return | 20.54% | 22.29%-1.8pp | 46.48%-25.9pp | 31.72%-11.2pp |
| Employer contribution / active EE | $2,682 | $2,692-0.4% | $3,660-26.7% | $2,471+8.5% |
| Participant deferral / active EE | $5,557 | $3,282+69.3% | $4,371+27.1% | $3,740+48.6% |
| Admin fee / account holder | $2,119 | $4,401-51.9% | $5,948-64.4% | $5,306-60.1% |