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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 | $49,147 | $95,453-48.5% | $112,040-56.1% | $82,448-40.4% |
| Participation rate | 92.7% | 72.8%+19.9pp | 76.5%+16.2pp | 68.1%+24.6pp |
| Annual return | 13.53% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,773 | $2,318-23.5% | $2,954-40.0% | $2,551-30.5% |
| Participant deferral / active EE | $5,436 | $4,224+28.7% | $5,098+6.6% | $4,139+31.3% |
| Admin fee / account holder | $4,117 | $9,013-54.3% | $12,098-66.0% | $7,234-43.1% |