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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 | $51,118 | $99,345-48.5% | $84,753-39.7% | $273,970-81.3% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 8.92% | 22.93%-14.0pp | 22.78%-13.9pp | 41.46%-32.5pp |
| Employer contribution / active EE | $6,917 | $4,214+64.2% | $3,574+93.5% | $4,869+42.1% |
| Participant deferral / active EE | $10,945 | $4,270+156.4% | $3,712+194.9% | $5,287+107.0% |
| Admin fee / account holder | $3,478 | $6,645-47.7% | $5,333-34.8% | $10,132-65.7% |