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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 | $59,089 | $72,027-18.0% | $185,861-68.2% | $79,856-26.0% |
| Participation rate | 78.4% | 65.8%+12.7pp | 78.0%+0.4pp | 69.6%+8.8pp |
| Annual return | 16.46% | 23.13%-6.7pp | 35.96%-19.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $987 | $1,965-49.8% | $4,088-75.8% | $2,471-60.0% |
| Participant deferral / active EE | $4,270 | $3,780+13.0% | $5,634-24.2% | $3,741+14.2% |
| Admin fee / account holder | $1,099 | $4,513-75.6% | $9,503-88.4% | $5,306-79.3% |