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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 | $48,116 | $181,896-73.5% | $156,551-69.3% | $273,972-82.4% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 9.66% | 30.74%-21.1pp | 32.23%-22.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,922 | $6,248-69.2% | $5,501-65.1% | $4,869-60.5% |
| Participant deferral / active EE | $7,835 | $5,550+41.2% | $4,871+60.8% | $5,287+48.2% |
| Admin fee / account holder | $403 | $15,560-97.4% | $13,028-96.9% | $10,133-96.0% |