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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 | $37,634 | $177,156-78.8% | $147,027-74.4% | $154,746-75.7% |
| Participation rate | 88.9% | 79.4%+9.5pp | 73.7%+15.1pp | 80.7%+8.2pp |
| Annual return | 13.56% | 21.94%-8.4pp | 20.23%-6.7pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,627 | $4,336-62.5% | $3,626-55.1% | $4,379-62.8% |
| Participant deferral / active EE | $1,722 | $5,797-70.3% | $4,933-65.1% | $6,730-74.4% |
| Admin fee / account holder | $2,935 | $14,904-80.3% | $12,223-76.0% | $14,365-79.6% |