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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 | $47,613 | $107,733-55.8% | $92,985-48.8% | $154,746-69.2% |
| Participation rate | 87.5% | 74.6%+12.9pp | 69.5%+18.0pp | 80.7%+6.8pp |
| Annual return | 17.89% | 30.39%-12.5pp | 27.99%-10.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $929 | $3,126-70.3% | $2,662-65.1% | $4,379-78.8% |
| Participant deferral / active EE | $3,357 | $5,053-33.6% | $4,377-23.3% | $6,730-50.1% |
| Admin fee / account holder | $13,734 | $11,369+20.8% | $9,463+45.1% | $14,365-4.4% |