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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 | $45,322 | $86,938-47.9% | $102,423-55.8% | $80,925-44.0% |
| Participation rate | 95.7% | 72.4%+23.3pp | 76.5%+19.1pp | 67.7%+28.0pp |
| Annual return | 20.01% | 18.89%+1.1pp | 29.42%-9.4pp | 35.65%-15.6pp |
| Employer contribution / active EE | $8,524 | $2,369+259.8% | $3,023+182.0% | $2,756+209.3% |
| Participant deferral / active EE | $3,958 | $4,120-3.9% | $5,054-21.7% | $4,299-7.9% |
| Admin fee / account holder | $4,577 | $8,053-43.2% | $9,455-51.6% | $6,940-34.0% |