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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 | $41,700 | $138,312-69.9% | $122,979-66.1% | $155,188-73.1% |
| Participation rate | 87.5% | 80.2%+7.3pp | 77.2%+10.3pp | 80.8%+6.7pp |
| Annual return | 18.79% | 22.06%-3.3pp | 20.12%-1.3pp | 148.84%-130.0pp |
| Employer contribution / active EE | $3,318 | $3,530-6.0% | $3,062+8.4% | $4,248-21.9% |
| Participant deferral / active EE | $5,409 | $5,592-3.3% | $5,003+8.1% | $6,531-17.2% |
| Admin fee / account holder | $7,003 | $15,089-53.6% | $12,864-45.6% | $14,480-51.6% |