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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 | $61,534 | $110,137-44.1% | $161,149-61.8% | $82,637-25.5% |
| Participation rate | 97.7% | 72.4%+25.4pp | 78.8%+18.9pp | 68.1%+29.7pp |
| Annual return | 17.47% | 20.69%-3.2pp | 21.16%-3.7pp | 53.51%-36.0pp |
| Employer contribution / active EE | $2,486 | $2,856-13.0% | $4,360-43.0% | $2,552-2.6% |
| Participant deferral / active EE | $6,588 | $4,575+44.0% | $6,153+7.1% | $4,126+59.7% |
| Admin fee / account holder | $3,695 | $9,467-61.0% | $15,194-75.7% | $7,339-49.6% |