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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 | $39,143 | $99,345-60.6% | $84,753-53.8% | $273,972-85.7% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 13.24% | 22.93%-9.7pp | 22.78%-9.5pp | 41.46%-28.2pp |
| Employer contribution / active EE | $2,950 | $4,214-30.0% | $3,574-17.5% | $4,869-39.4% |
| Participant deferral / active EE | $9,645 | $4,270+125.9% | $3,712+159.9% | $5,287+82.4% |
| Admin fee / account holder | $396 | $6,645-94.0% | $5,333-92.6% | $10,133-96.1% |