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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 | $19,360 | $58,627-67.0% | $76,735-74.8% | $82,448-76.5% |
| Participation rate | 83.7% | 63.2%+20.5pp | 69.5%+14.2pp | 68.1%+15.6pp |
| Annual return | 32.80% | 39.10%-6.3pp | 29.77%+3.0pp | 41.64%-8.8pp |
| Employer contribution / active EE | $2,808 | $1,729+62.4% | $2,454+14.4% | $2,551+10.1% |
| Participant deferral / active EE | $6,705 | $3,134+114.0% | $4,088+64.0% | $4,139+62.0% |
| Admin fee / account holder | $1,257 | $5,323-76.4% | $7,189-82.5% | $7,234-82.6% |