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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 | $50,837 | $95,453-46.7% | $112,040-54.6% | $82,448-38.3% |
| Participation rate | 78.8% | 72.8%+6.1pp | 76.5%+2.3pp | 68.1%+10.8pp |
| Annual return | 23.62% | 23.92%-0.3pp | 24.52%-0.9pp | 41.64%-18.0pp |
| Employer contribution / active EE | $3,746 | $2,318+61.6% | $2,954+26.8% | $2,551+46.8% |
| Participant deferral / active EE | $10,494 | $4,224+148.4% | $5,098+105.9% | $4,139+153.5% |
| Admin fee / account holder | $2,728 | $9,013-69.7% | $12,098-77.5% | $7,234-62.3% |