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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 | $41,993 | $58,523-28.2% | $99,470-57.8% | $72,983-42.5% |
| Participation rate | 88.2% | 64.6%+23.5pp | 73.8%+14.3pp | 69.5%+18.7pp |
| Annual return | 19.52% | 28.51%-9.0pp | 30.72%-11.2pp | 81.01%-61.5pp |
| Employer contribution / active EE | $3,167 | $1,512+109.5% | $2,540+24.7% | $2,440+29.8% |
| Participant deferral / active EE | $3,931 | $2,606+50.8% | $3,619+8.6% | $3,608+9.0% |
| Admin fee / account holder | $1,818 | $4,102-55.7% | $6,252-70.9% | $5,124-64.5% |