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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 | $46,897 | $105,623-55.6% | $87,502-46.4% | $273,972-82.9% |
| Participation rate | 90.0% | 78.2%+11.8pp | 73.8%+16.2pp | 83.0%+7.0pp |
| Annual return | 8.73% | 12.26%-3.5pp | 12.21%-3.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $3,293 | $3,141+4.9% | $2,550+29.2% | $4,869-32.4% |
| Participant deferral / active EE | $3,831 | $3,601+6.4% | $3,149+21.7% | $5,287-27.5% |
| Admin fee / account holder | $845 | $4,781-82.3% | $4,221-80.0% | $10,133-91.7% |