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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 | $40,833 | $106,524-61.7% | $152,301-73.2% | $87,485-53.3% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.4%+9.4pp | 68.9%+23.0pp |
| Annual return | 20.16% | 26.89%-6.7pp | 80.50%-60.3pp | 26.06%-5.9pp |
| Employer contribution / active EE | $2,807 | $3,371-16.7% | $4,624-39.3% | $2,596+8.1% |
| Participant deferral / active EE | $6,924 | $6,525+6.1% | $8,004-13.5% | $4,274+62.0% |
| Admin fee / account holder | $2,681 | $8,287-67.6% | $14,398-81.4% | $7,775-65.5% |