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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 | $30,880 | $81,457-62.1% | $103,378-70.1% | $80,911-61.8% |
| Participation rate | 90.2% | 66.8%+23.4pp | 74.5%+15.7pp | 67.6%+22.6pp |
| Annual return | 14.74% | 25.58%-10.8pp | 24.91%-10.2pp | 35.63%-20.9pp |
| Employer contribution / active EE | $3,892 | $3,107+25.2% | $3,870+0.6% | $2,756+41.2% |
| Participant deferral / active EE | $8,483 | $3,871+119.2% | $5,058+67.7% | $4,297+97.4% |
| Admin fee / account holder | $4,122 | $6,717-38.6% | $8,401-50.9% | $6,935-40.6% |