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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 | $43,117 | $67,602-36.2% | $82,312-47.6% | $70,126-38.5% |
| Participation rate | 78.9% | 72.8%+6.2pp | 76.9%+2.1pp | 69.5%+9.4pp |
| Annual return | 16.91% | 21.57%-4.7pp | 25.88%-9.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,894 | $1,755+7.9% | $2,428-22.0% | $2,343-19.1% |
| Participant deferral / active EE | $3,674 | $2,987+23.0% | $3,706-0.9% | $3,332+10.3% |
| Admin fee / account holder | $9,042 | $4,512+100.4% | $5,608+61.2% | $4,645+94.6% |