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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 | $55,860 | $86,949-35.8% | $102,460-45.5% | $80,959-31.0% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.7%+29.1pp |
| Annual return | 11.70% | 18.89%-7.2pp | 29.47%-17.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,092 | $2,370-11.7% | $3,025-30.8% | $2,757-24.1% |
| Participant deferral / active EE | $1,932 | $4,121-53.1% | $5,056-61.8% | $4,300-55.1% |
| Admin fee / account holder | $867 | $8,048-89.2% | $9,460-90.8% | $6,925-87.5% |