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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 | $126,661-67.1% | $113,397-63.2% | $138,895-70.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.5%+11.0pp | 79.9%+7.6pp |
| Annual return | 18.79% | 25.05%-6.3pp | 23.20%-4.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $3,318 | $3,456-4.0% | $2,977+11.5% | $4,194-20.9% |
| Participant deferral / active EE | $5,409 | $5,693-5.0% | $5,076+6.5% | $6,396-15.4% |
| Admin fee / account holder | $7,003 | $14,549-51.9% | $11,957-41.4% | $12,562-44.3% |