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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 | $43,116 | $81,504-47.1% | $102,437-57.9% | $80,959-46.7% |
| Participation rate | 79.7% | 66.9%+12.9pp | 74.5%+5.2pp | 67.7%+12.1pp |
| Annual return | 11.91% | 25.60%-13.7pp | 24.95%-13.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $2,145 | $3,104-30.9% | $3,871-44.6% | $2,757-22.2% |
| Participant deferral / active EE | $4,716 | $3,871+21.8% | $5,060-6.8% | $4,300+9.7% |
| Admin fee / account holder | $2,142 | $6,719-68.1% | $8,388-74.5% | $6,925-69.1% |