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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 | $54,078 | $95,453-43.3% | $112,040-51.7% | $82,448-34.4% |
| Participation rate | 76.5% | 72.8%+3.8pp | 76.5%0pp | 68.1%+8.5pp |
| Annual return | 28.31% | 23.92%+4.4pp | 24.52%+3.8pp | 41.64%-13.3pp |
| Employer contribution / active EE | $1,417 | $2,318-38.9% | $2,954-52.0% | $2,551-44.4% |
| Participant deferral / active EE | $6,834 | $4,224+61.8% | $5,098+34.1% | $4,139+65.1% |
| Admin fee / account holder | $2,259 | $9,013-74.9% | $12,098-81.3% | $7,234-68.8% |