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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 | $43,380 | $72,486-40.2% | $87,103-50.2% | $72,976-40.6% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.9%+15.8pp | 69.5%+23.2pp |
| Annual return | 19.28% | 24.46%-5.2pp | 28.19%-8.9pp | 81.02%-61.7pp |
| Employer contribution / active EE | $2,267 | $1,894+19.7% | $2,521-10.1% | $2,440-7.1% |
| Participant deferral / active EE | $4,630 | $3,270+41.6% | $4,049+14.4% | $3,608+28.3% |
| Admin fee / account holder | $2,296 | $5,055-54.6% | $7,491-69.4% | $5,124-55.2% |