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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 | $48,525 | $57,590-15.7% | $86,233-43.7% | $82,448-41.1% |
| Participation rate | 96.6% | 57.9%+38.7pp | 69.0%+27.6pp | 68.1%+28.5pp |
| Annual return | 13.77% | 22.41%-8.6pp | 61.39%-47.6pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,016 | $1,655+21.8% | $2,504-19.5% | $2,551-21.0% |
| Participant deferral / active EE | $4,111 | $3,080+33.5% | $4,559-9.8% | $4,139-0.7% |
| Admin fee / account holder | $5,130 | $4,730+8.4% | $8,342-38.5% | $7,234-29.1% |