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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 | $45,573 | $97,550-53.3% | $120,344-62.1% | $87,485-47.9% |
| Participation rate | 95.1% | 72.8%+22.2pp | 76.7%+18.4pp | 68.9%+26.1pp |
| Annual return | 19.65% | 18.41%+1.2pp | 20.30%-0.7pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,716 | $2,291-25.1% | $3,020-43.2% | $2,596-33.9% |
| Participant deferral / active EE | $4,798 | $4,230+13.4% | $5,135-6.6% | $4,274+12.3% |
| Admin fee / account holder | $3,212 | $9,543-66.3% | $12,742-74.8% | $7,775-58.7% |