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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 | $46,875 | $77,492-39.5% | $100,398-53.3% | $80,911-42.1% |
| Participation rate | 76.9% | 76.9%0pp | 81.5%-4.6pp | 67.6%+9.3pp |
| Annual return | 17.04% | 37.23%-20.2pp | 49.32%-32.3pp | 35.63%-18.6pp |
| Employer contribution / active EE | $1,833 | $2,800-34.5% | $3,946-53.5% | $2,756-33.5% |
| Participant deferral / active EE | $3,594 | $6,817-47.3% | $8,084-55.5% | $4,297-16.4% |
| Admin fee / account holder | $1,449 | $5,892-75.4% | $7,893-81.6% | $6,935-79.1% |