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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 | $54,005 | $86,919-37.9% | $102,457-47.3% | $80,911-33.3% |
| Participation rate | 93.0% | 72.4%+20.6pp | 76.5%+16.5pp | 67.6%+25.4pp |
| Annual return | 10.70% | 18.90%-8.2pp | 29.41%-18.7pp | 35.63%-24.9pp |
| Employer contribution / active EE | $3,219 | $2,368+35.9% | $3,022+6.5% | $2,756+16.8% |
| Participant deferral / active EE | $5,762 | $4,119+39.9% | $5,054+14.0% | $4,297+34.1% |
| Admin fee / account holder | $1,564 | $8,049-80.6% | $9,451-83.5% | $6,935-77.5% |