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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 | $47,259 | $95,453-50.5% | $112,040-57.8% | $82,448-42.7% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.5%+0.4pp | 68.1%+8.9pp |
| Annual return | 12.54% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,454 | $2,318+5.9% | $2,954-16.9% | $2,551-3.8% |
| Participant deferral / active EE | $3,343 | $4,224-20.9% | $5,098-34.4% | $4,139-19.2% |
| Admin fee / account holder | $1,032 | $9,013-88.6% | $12,098-91.5% | $7,234-85.7% |