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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 | $42,530 | $86,938-51.1% | $102,423-58.5% | $80,925-47.4% |
| Participation rate | 76.7% | 72.4%+4.3pp | 76.5%+0.2pp | 67.7%+9.0pp |
| Annual return | 14.64% | 18.89%-4.3pp | 29.42%-14.8pp | 35.65%-21.0pp |
| Employer contribution / active EE | $2,626 | $2,369+10.8% | $3,023-13.1% | $2,756-4.7% |
| Participant deferral / active EE | $5,603 | $4,120+36.0% | $5,054+10.8% | $4,299+30.3% |
| Admin fee / account holder | $1,076 | $8,053-86.6% | $9,455-88.6% | $6,940-84.5% |