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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 | $53,826 | $76,551-29.7% | $123,894-56.6% | $62,881-14.4% |
| Participation rate | 93.1% | 73.0%+20.1pp | 81.4%+11.7pp | 69.3%+23.8pp |
| Annual return | 7.17% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $529 | $2,882-81.7% | $4,617-88.5% | $2,281-76.8% |
| Participant deferral / active EE | $3,280 | $4,840-32.2% | $5,984-45.2% | $3,203+2.4% |
| Admin fee / account holder | $783 | $4,826-83.8% | $8,357-90.6% | $4,296-81.8% |