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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 | $55,093 | $86,919-36.6% | $102,457-46.2% | $80,911-31.9% |
| Participation rate | 97.3% | 72.4%+24.9pp | 76.5%+20.8pp | 67.6%+29.6pp |
| Annual return | 21.32% | 18.90%+2.4pp | 29.41%-8.1pp | 35.63%-14.3pp |
| Employer contribution / active EE | $2,374 | $2,368+0.2% | $3,022-21.5% | $2,756-13.9% |
| Participant deferral / active EE | $3,490 | $4,119-15.3% | $5,054-31.0% | $4,297-18.8% |
| Admin fee / account holder | $507 | $8,049-93.7% | $9,451-94.6% | $6,935-92.7% |