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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 | $44,145 | $56,894-22.4% | $84,753-47.9% | $62,881-29.8% |
| Participation rate | 79.1% | 68.5%+10.5pp | 76.6%+2.5pp | 69.3%+9.8pp |
| Annual return | 6.24% | 6.30%-0.1pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $12,671 | $2,400+428.0% | $3,574+254.5% | $2,281+455.5% |
| Participant deferral / active EE | $2,865 | $2,709+5.7% | $3,712-22.8% | $3,203-10.6% |
| Admin fee / account holder | $3,224 | $3,581-10.0% | $5,333-39.5% | $4,296-25.0% |