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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 | $40,523 | $124,980-67.6% | $108,359-62.6% | $154,746-73.8% |
| Participation rate | 92.3% | 75.2%+17.1pp | 70.1%+22.2pp | 80.7%+11.6pp |
| Annual return | 15.59% | 45.00%-29.4pp | 36.89%-21.3pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,154 | $2,851-24.4% | $2,399-10.2% | $4,379-50.8% |
| Participant deferral / active EE | $6,223 | $4,743+31.2% | $4,137+50.4% | $6,730-7.5% |
| Admin fee / account holder | $437 | $11,502-96.2% | $9,741-95.5% | $14,365-97.0% |