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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 | $95,404-50.5% | $113,397-58.3% | $82,637-42.8% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.5%+0.4pp | 68.1%+8.9pp |
| Annual return | 12.54% | 19.08%-6.5pp | 23.20%-10.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $2,454 | $2,307+6.4% | $2,977-17.6% | $2,552-3.9% |
| Participant deferral / active EE | $3,343 | $4,220-20.8% | $5,076-34.1% | $4,126-19.0% |
| Admin fee / account holder | $1,032 | $9,168-88.7% | $11,957-91.4% | $7,339-85.9% |