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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 | $49,142 | $106,524-53.9% | $152,301-67.7% | $87,485-43.8% |
| Participation rate | 94.8% | 75.8%+19.1pp | 82.4%+12.4pp | 68.9%+25.9pp |
| Annual return | 22.08% | 26.89%-4.8pp | 80.50%-58.4pp | 26.06%-4.0pp |
| Employer contribution / active EE | $4,806 | $3,371+42.6% | $4,624+3.9% | $2,596+85.1% |
| Participant deferral / active EE | $10,508 | $6,525+61.0% | $8,004+31.3% | $4,274+145.9% |
| Admin fee / account holder | $3,961 | $8,287-52.2% | $14,398-72.5% | $7,775-49.1% |