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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 | $47,656 | $101,798-53.2% | $165,071-71.1% | $80,935-41.1% |
| Participation rate | 83.0% | 71.8%+11.1pp | 78.6%+4.4pp | 67.7%+15.3pp |
| Annual return | 16.01% | 16.73%-0.7pp | 70.17%-54.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $2,062 | $2,954-30.2% | $4,347-52.6% | $2,757-25.2% |
| Participant deferral / active EE | $4,007 | $4,476-10.5% | $6,035-33.6% | $4,299-6.8% |
| Admin fee / account holder | $616 | $8,221-92.5% | $12,695-95.1% | $6,924-91.1% |